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

Fortis Group Advisors, LLC

$543 Billion
Q1 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 76,075 shares of TLT stock, worth $7.04 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

76,075

Previous 4,631 1542.73%

Holding current value

$7.04 Million

Previous $493 Million 1361.48%

% of portfolio

1.33%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,273

Shares Held

365M

Call Options Held

105M

Put Options Held

74.3M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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