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

Capital Advisors Wealth Management, LLC

  • $504 Million
  • Q2 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 5,534 shares of TLT stock, worth $514,219. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,534
Previous 3,627 52.58%
Holding current value
$514,219
Previous $343,000 47.81%
% of portfolio
0.1%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,264
Shares Held
369M
Call Options Held
105M
Put Options Held
74.3M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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