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

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 4,587 shares of TLT stock, worth $416,040. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,587
Previous 11,877 61.38%
Holding current value
$416,040
Previous $1.09 Billion 64.15%
% of portfolio
0.03%
Previous 0.11%

Shares

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

Jan 16, 2025
SELL
$87.1 - $98.49 $634,959 - $717,992
-7,290 Reduced 61.38%
4,587 $392 Million
Q3 2024

Oct 25, 2024
SELL
$89.91 - $101.33 $45,764 - $51,576
-509 Reduced 4.11%
11,877 $1.09 Billion
Q2 2024

Aug 08, 2024
BUY
$87.78 - $94.67 $1.09 Million - $1.17 Million
12,386 New
12,386 $1.22 Billion

Others Institutions Holding TLT

# of Institutions
1,433
Shares Held
412M
Call Options Held
175M
Put Options Held
153M
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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