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 $6.93 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

76,980

Previous 38,497 99.96%

Holding current value

$6.93 Million

Previous $3.78 Billion 81.42%

% of portfolio

0.24%

Previous 0.23%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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