Dougherty Wealth Advisers LLC Ishares Barclays 20+ Year Trea Transaction History

Dougherty Wealth Advisers LLC

  • $125 Million
  • Q3 2024

A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 7 shares of TLT stock, worth $633. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7
Previous 7 -0.0%
Holding current value
$633
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022
BUY
$108.81 - $132.38 $761 - $926
7 New
7 $1,000
Q1 2021

May 06, 2021
SELL
$133.92 - $157.54 $13,391 - $15,754
-100 Closed
0 $0
Q4 2020

Feb 04, 2021
BUY
$155.16 - $163.36 $15,516 - $16,336
100 New
100 $16,000

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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