Evolution Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Evolution Wealth Advisors, LLC

$545 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 22, 2020	SELL	$136.74 - $171.29 $11,212 - $14,045	-82 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$134.91 - $145.99 $11,062 - $11,971	82 New	82 $11,000

Others Institutions Holding TLT

# of Institutions

1,353

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

Bank Of America Corp Charlotte, NC

97.6M
Shares

$8.83 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.27 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.54 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

36M
Shares

$3.25 Billion
3.15% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.52 Billion
0.29% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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