High Mark Wealth Management LLC Ishares Barclays 20+ Year Trea Transaction History

High Mark Wealth Management LLC

  • $182 Million
  • Q3 2024

A detailed history of High Mark Wealth Management LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, High Mark Wealth Management LLC holds 15,736 shares of TLT stock, worth $1.39 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
15,736
Previous 11,597 35.69%
Holding current value
$1.39 Million
Previous $1.06 Million 45.02%
% of portfolio
0.85%
Previous 0.64%

Shares

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

Oct 17, 2024
BUY
$89.91 - $101.33 $372,137 - $419,404
4,139 Added 35.69%
15,736 $1.54 Million
Q2 2024

Jul 29, 2024
BUY
$87.78 - $94.67 $88,833 - $95,806
1,012 Added 9.56%
11,597 $1.06 Million
Q1 2024

Apr 26, 2024
BUY
$92.18 - $98.72 $373,974 - $400,507
4,057 Added 62.15%
10,585 $1 Million
Q4 2023

Jan 22, 2024
BUY
$82.77 - $100.51 $540,322 - $656,129
6,528 New
6,528 $645,000

Others Institutions Holding TLT

# of Institutions
1,354
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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