Compass Wealth Management, Llc/Ga Ishares Barclays 20+ Year Trea Transaction History

Compass Wealth Management, Llc/Ga

  • $226 Billion
  • Q3 2025

A detailed history of Compass Wealth Management, Llc/Ga transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 45,646 shares of TLT stock, worth $4.06 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
45,646
Previous 45,719 0.16%
Holding current value
$4.06 Million
Previous $4.03 Billion 1.11%
% of portfolio
1.81%
Previous 2.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$85.01 - $90.35 $6,205 - $6,595
-73 Reduced 0.16%
45,646 $4.08 Billion
Q2 2025

Aug 14, 2025
BUY
$83.97 - $92.85 $3.84 Million - $4.25 Million
45,719 New
45,719 $4.03 Billion

Others Institutions Holding TLT

# of Institutions
1,394
Shares Held
396M
Call Options Held
163M
Put Options Held
154M
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 Compass Wealth Management, Llc/Ga Portfolio

Follow Compass Wealth Management, Llc/Ga 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 Compass Wealth Management, Llc/Ga, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management, Llc/Ga with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email