Fortis Group Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Fortis Group Advisors, LLC

$537 Billion
Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 3,107 shares of TLT stock, worth $277,361. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,107

Previous 102,987 96.98%

Holding current value

$277,361

Previous $10.1 Billion 97.31%

% of portfolio

0.05%

Previous 1.87%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$87.1 - $98.49 $8.7 Million - $9.84 Million	-99,880 Reduced 96.98%	3,107 $271 Million
Q3 2024 Oct 21, 2024	BUY	$89.91 - $101.33 $3.35 Million - $3.77 Million	37,222 Added 56.6%	102,987 $10.1 Billion
Q2 2024 Jul 30, 2024	SELL	$87.78 - $94.67 $905,011 - $976,047	-10,310 Reduced 13.55%	65,765 $6.04 Billion
Q1 2024 Apr 30, 2024	BUY	$92.18 - $98.72 $6.59 Million - $7.05 Million	71,444 Added 1542.73%	76,075 $7.2 Billion
Q4 2023 Mar 04, 2024	BUY	$82.77 - $100.51 $413 - $502	5 Added 0.11%	4,631 $493 Million
Q3 2023 Dec 01, 2023	SELL	$88.41 - $102.95 $404,298 - $470,790	-4,573 Reduced 49.71%	4,626 $492 Million
Q2 2023 Jul 18, 2023	SELL	$100.28 - $108.53 $11,431 - $12,372	-114 Reduced 1.22%	9,199 $947 Million
Q1 2023 May 26, 2023	SELL	$99.48 - $108.63 $10.4 Million - $11.3 Million	-104,117 Reduced 91.79%	9,313 $991 Million
Q3 2020 Nov 17, 2020	BUY	$161.12 - $171.57 $18.3 Million - $19.5 Million	113,430 New	113,430 $18.5 Million

Others Institutions Holding TLT

# of Institutions

1,373

Shares Held

467M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.

Account

Fortis Group Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History