Brown Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Brown Wealth Management, LLC

$277 Billion
Q3 2024

A detailed history of Brown Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Brown Wealth Management, LLC holds 25,090 shares of TLT stock, worth $2.2 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

25,090

Previous 23,875 5.09%

Holding current value

$2.2 Million

Previous $2.19 Billion 12.32%

% of portfolio

0.89%

Previous 0.88%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$89.91 - $101.33 $109,240 - $123,115	1,215 Added 5.09%	25,090 $2.46 Billion
Q2 2024 Aug 13, 2024	SELL	$87.78 - $94.67 $1.69 Million - $1.83 Million	-19,279 Reduced 44.67%	23,875 $2.19 Billion
Q1 2024 May 13, 2024	BUY	$92.18 - $98.72 $1.89 Million - $2.02 Million	20,500 Added 90.49%	43,154 $4.08 Billion
Q4 2023 Feb 14, 2024	SELL	$82.77 - $100.51 $3.11 Million - $3.78 Million	-37,586 Reduced 62.39%	22,654 $2.24 Billion
Q3 2023 Nov 14, 2023	BUY	$88.41 - $102.95 $5.33 Million - $6.2 Million	60,240 New	60,240 $5.34 Billion

Others Institutions Holding TLT

# of Institutions

1,354

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brown Wealth Management, LLC with notifications on news.

Account

Brown Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History