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

Capital Advisors Wealth Management, LLC

$538 Million
Q3 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 7,889 shares of TLT stock, worth $713,402. This represents 0.14% of its overall portfolio holdings.

Number of Shares

7,889

Previous 5,534 42.56%

Holding current value

$713,402

Previous $507,000 52.47%

% of portfolio

0.14%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$89.91 - $101.33 $211,738 - $238,632	2,355 Added 42.56%	7,889 $773,000
Q2 2024 Jul 16, 2024	BUY	$87.78 - $94.67 $167,396 - $180,535	1,907 Added 52.58%	5,534 $507,000
Q1 2024 Apr 12, 2024	BUY	$92.18 - $98.72 $58,718 - $62,884	637 Added 21.3%	3,627 $343,000
Q4 2023 Jan 08, 2024	SELL	$82.77 - $100.51 $182,011 - $221,021	-2,199 Reduced 42.38%	2,990 $295,000
Q3 2023 Oct 10, 2023	BUY	$88.41 - $102.95 $224,915 - $261,904	2,544 Added 96.18%	5,189 $460,000
Q2 2023 Jul 11, 2023	BUY	$100.28 - $108.53 $265,240 - $287,061	2,645 New	2,645 $272,000

Others Institutions Holding TLT

# of Institutions

1,353

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Capital Advisors Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History