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

Capstone Wealth Management Group, LLC

  • $172 Million
  • Q1 2025

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 50,847 shares of TLT stock, worth $4.32 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares
50,847
Previous 9,984 409.28%
Holding current value
$4.32 Million
Previous $871,000 431.34%
% of portfolio
2.7%
Previous 0.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$85.29 - $92.57 $3.49 Million - $3.78 Million
40,863 Added 409.28%
50,847 $4.63 Million
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
1,423
Shares Held
455M
Call Options Held
179M
Put Options Held
130M
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 Capstone Wealth Management Group, LLC Portfolio

Follow Capstone Wealth Management Group, 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 Capstone Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capstone Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email