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

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 18,679 shares of TLT stock, worth $1.78 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
18,679
Previous 3,053 511.82%
Holding current value
$1.78 Million
Previous $289 Million 493.42%
% of portfolio
0.15%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$87.78 - $94.67 $1.37 Million - $1.48 Million
15,626 Added 511.82%
18,679 $1.71 Billion
Q1 2024

Apr 15, 2024
SELL
$92.18 - $98.72 $90,520 - $96,943
-982 Reduced 24.34%
3,053 $289 Million
Q4 2023

Jan 16, 2024
BUY
$82.77 - $100.51 $120,264 - $146,041
1,453 Added 56.27%
4,035 $399 Million
Q3 2023

Oct 23, 2023
BUY
$88.41 - $102.95 $228,274 - $265,816
2,582 New
2,582 $229 Million

Others Institutions Holding TLT

# of Institutions
1,273
Shares Held
400M
Call Options Held
120M
Put Options Held
93.8M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email