Panoramic Investment Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 29,483 shares of TLT stock, worth $2.6 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
29,483
Previous 33,726 12.58%
Holding current value
$2.6 Million
Previous $3.19 Billion 9.37%
% of portfolio
2.0%
Previous 2.35%

Shares

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

Oct 31, 2024
SELL
$89.91 - $101.33 $381,488 - $429,943
-4,243 Reduced 12.58%
29,483 $2.89 Billion
Q1 2024

Apr 18, 2024
BUY
$92.18 - $98.72 $618,619 - $662,509
6,711 Added 24.84%
33,726 $3.19 Billion
Q4 2023

Jan 23, 2024
BUY
$82.77 - $100.51 $774,147 - $940,070
9,353 Added 52.96%
27,015 $2.67 Billion
Q3 2023

Nov 15, 2023
BUY
$88.41 - $102.95 $1.56 Million - $1.82 Million
17,662 New
17,662 $1.57 Billion

Others Institutions Holding TLT

# of Institutions
1,354
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 Panoramic Investment Advisors, LLC Portfolio

Follow Panoramic Investment 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 Panoramic Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email