Modern Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Modern Wealth Management, LLC holds 76,980 shares of TLT stock, worth $6.98 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
76,980
Previous 38,497 99.96%
Holding current value
$6.98 Million
Previous $3.78 Billion 81.42%
% of portfolio
0.24%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$87.1 - $98.49 $3.35 Million - $3.79 Million
38,483 Added 99.96%
76,980 $6.85 Billion
Q3 2024

Nov 05, 2024
BUY
$89.91 - $101.33 $903,056 - $1.02 Million
10,044 Added 35.3%
38,497 $3.78 Billion
Q2 2024

Aug 07, 2024
BUY
$87.78 - $94.67 $124,120 - $133,863
1,414 Added 5.23%
28,453 $2.61 Billion
Q1 2024

May 13, 2024
BUY
$92.18 - $98.72 $2.49 Million - $2.67 Million
27,039 New
27,039 $2.44 Billion

Others Institutions Holding TLT

# of Institutions
1,430
Shares Held
412M
Call Options Held
175M
Put Options Held
153M
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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