Omega Financial Group, LLC Ishares Barclays 20+ Year Trea Transaction History

Omega Financial Group, LLC

  • $263 Million
  • Q3 2024

A detailed history of Omega Financial Group, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Omega Financial Group, LLC holds 19,207 shares of TLT stock, worth $1.74 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
19,207
Previous 16,705 14.98%
Holding current value
$1.74 Million
Previous $1.53 Million 22.9%
% of portfolio
0.72%
Previous 0.62%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$89.91 - $101.33 $224,954 - $253,527
2,502 Added 14.98%
19,207 $1.88 Million
Q2 2024

Jul 12, 2024
SELL
$87.78 - $94.67 $14,308 - $15,431
-163 Reduced 0.97%
16,705 $1.53 Million
Q1 2024

Apr 17, 2024
BUY
$92.18 - $98.72 $282,716 - $302,774
3,067 Added 22.22%
16,868 $1.6 Million
Q4 2023

Jan 10, 2024
BUY
$82.77 - $100.51 $651,896 - $791,616
7,876 Added 132.93%
13,801 $1.36 Million
Q3 2023

Oct 10, 2023
BUY
$88.41 - $102.95 $523,829 - $609,978
5,925 New
5,925 $525,000

Others Institutions Holding TLT

# of Institutions
1,353
Shares Held
479M
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
Track This Portfolio

Track Omega Financial Group, LLC Portfolio

Follow Omega Financial Group, 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 Omega Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Omega Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email