A detailed history of O Donnell Financial Services, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, O Donnell Financial Services, LLC holds 63,815 shares of TLT stock, worth $5.36 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares
63,815
Previous 81,133 21.35%
Holding current value
$5.36 Million
Previous $7.09 Million 18.01%
% of portfolio
2.87%
Previous 3.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025

SELL
$85.29 - $92.57 $1.48 Million - $1.6 Million
-17,318 Reduced 21.35%
63,815 $5.81 Million
Q4 2024

Jan 23, 2025

SELL
$87.1 - $98.49 $2.57 Million - $2.91 Million
-29,556 Reduced 26.7%
81,133 $7.09 Million
Q3 2024

Oct 22, 2024

BUY
$89.91 - $101.33 $9.95 Million - $11.2 Million
110,689 New
110,689 $10.9 Million

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track O Donnell Financial Services, LLC Portfolio

Follow O Donnell Financial Services, 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 O Donnell Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on O Donnell Financial Services, LLC with notifications on news.