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

Certus Wealth Management, LLC

  • $142 Million
  • Q3 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Certus Wealth Management, LLC holds 14,134 shares of TLT stock, worth $1.28 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
14,134
Previous 13,863 1.95%
Holding current value
$1.28 Million
Previous $1.27 Million 8.96%
% of portfolio
0.98%
Previous 0.98%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$89.91 - $101.33 $24,365 - $27,460
271 Added 1.95%
14,134 $1.39 Million
Q2 2024

Aug 02, 2024
SELL
$87.78 - $94.67 $106,828 - $115,213
-1,217 Reduced 8.07%
13,863 $1.27 Million
Q1 2024

May 06, 2024
SELL
$92.18 - $98.72 $157,627 - $168,811
-1,710 Reduced 10.18%
15,080 $1.43 Million
Q4 2023

Feb 09, 2024
BUY
$82.77 - $100.51 $87,239 - $105,937
1,054 Added 6.7%
16,790 $1.66 Million
Q3 2023

Nov 02, 2023
BUY
$88.41 - $102.95 $1.39 Million - $1.62 Million
15,736 New
15,736 $1.4 Million

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

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