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

Capstone Wealth Management Group, LLC

  • $185 Million
  • Q4 2024

A detailed history of Capstone Wealth Management Group, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 9,984 shares of TLT stock, worth $876,195. This represents 0.47% of its overall portfolio holdings.

Number of Shares
9,984
Previous 56,611 82.36%
Holding current value
$876,195
Previous $5.55 Million 84.31%
% of portfolio
0.47%
Previous 3.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$87.1 - $98.49 $4.06 Million - $4.59 Million
-46,627 Reduced 82.36%
9,984 $871,000
Q3 2024

Oct 15, 2024
BUY
$89.91 - $101.33 $5.09 Million - $5.74 Million
56,611 New
56,611 $5.55 Million

Others Institutions Holding TLT

# of Institutions
1,368
Shares Held
466M
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
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