Morling Financial Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Morling Financial Advisors, LLC

  • $270 Million
  • Q4 2024

A detailed history of Morling Financial Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,017 shares of TLT stock, worth $90,665. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,017
Previous 1,003 1.4%
Holding current value
$90,665
Previous $98,000 10.2%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Feb 07, 2025
BUY
$87.1 - $98.49 $1,219 - $1,378
14 Added 1.4%
1,017 $88,000
Q3 2024

Oct 18, 2024
BUY
$89.91 - $101.33 $90,179 - $101,633
1,003 New
1,003 $98,000

Others Institutions Holding TLT

# of Institutions
1,405
Shares Held
432M
Call Options Held
162M
Put Options Held
161M
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 Morling Financial Advisors, LLC Portfolio

Follow Morling Financial 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 Morling Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morling Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email