A detailed history of Fullcircle Wealth LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Fullcircle Wealth LLC holds 7,350 shares of TLT stock, worth $649,078. This represents 0.3% of its overall portfolio holdings.

Number of Shares
7,350
Previous 8,456 13.08%
Holding current value
$649,078
Previous $774 Million 12.73%
% of portfolio
0.3%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$89.91 - $101.33 $99,440 - $112,070
-1,106 Reduced 13.08%
7,350 $675 Million
Q2 2024

Jul 25, 2024

BUY
$87.78 - $94.67 $742,267 - $800,529
8,456 New
8,456 $774 Million

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Fullcircle Wealth LLC Portfolio

Follow Fullcircle Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Fullcircle Wealth LLC with notifications on news.