Buckingham Strategic Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 31,497 shares of TLT stock, worth $2.85 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
31,497
Previous 28,526 10.42%
Holding current value
$2.85 Million
Previous $2.7 Million 7.08%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$87.78 - $94.67 $260,794 - $281,264
2,971 Added 10.42%
31,497 $2.89 Million
Q1 2024

May 09, 2024
BUY
$92.18 - $98.72 $2.43 Million - $2.6 Million
26,314 Added 1189.6%
28,526 $2.7 Million
Q4 2023

Feb 14, 2024
BUY
$82.77 - $100.51 $183,087 - $222,328
2,212 New
2,212 $218,000
Q2 2020

Aug 03, 2020
SELL
$156.11 - $171.29 $311,283 - $341,552
-1,994 Closed
0 $0
Q1 2020

May 07, 2020
BUY
$136.74 - $171.29 $272,659 - $341,552
1,994 New
1,994 $329,000

Others Institutions Holding TLT

# of Institutions
1,356
Shares Held
479M
Call Options Held
148M
Put Options Held
145M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email