A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 15,572 shares of TLT stock, worth $1.43 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
15,572
Previous 14,797 5.24%
Holding current value
$1.43 Million
Previous $1.46 Billion 0.7%
% of portfolio
0.6%
Previous 0.65%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$92.18 - $98.72 $71,439 - $76,508
775 Added 5.24%
15,572 $1.47 Billion
Q4 2023

Jan 25, 2024

BUY
$82.77 - $100.51 $1.22 Million - $1.49 Million
14,797 New
14,797 $1.46 Billion

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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