New Edge Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, New Edge Wealth, LLC holds 53,650 shares of TLT stock, worth $4.79 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
53,650
Previous 52,322 2.54%
Holding current value
$4.79 Million
Previous $5.13 Million 8.71%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Feb 04, 2025
BUY
$87.1 - $98.49 $115,668 - $130,794
1,328 Added 2.54%
53,650 $4.69 Million
Q3 2024

Nov 12, 2024
BUY
$89.91 - $101.33 $1.9 Million - $2.14 Million
21,165 Added 67.93%
52,322 $5.13 Million
Q2 2024

Aug 01, 2024
SELL
$87.78 - $94.67 $292,570 - $315,535
-3,333 Reduced 9.66%
31,157 $2.86 Million
Q1 2024

May 06, 2024
BUY
$92.18 - $98.72 $3.18 Million - $3.4 Million
34,490 New
34,490 $3.26 Million
Q3 2023

Nov 08, 2023
BUY
$88.41 - $102.95 $1.53 Million - $1.78 Million
17,260 New
17,260 $1.53 Million

Others Institutions Holding TLT

# of Institutions
1,373
Shares Held
467M
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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