Personal Cfo Solutions, LLC Ishares Barclays 20+ Year Trea Transaction History

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 9,347 shares of TLT stock, worth $845,249. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,347
Holding current value
$845,249
% of portfolio
0.13%

Shares

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

Nov 14, 2024
BUY
$89.91 - $101.33 $840,388 - $947,131
9,347 New
9,347 $916,000
Q1 2024

May 13, 2024
SELL
$92.18 - $98.72 $747,395 - $800,421
-8,108 Reduced 57.28%
6,048 $572,000
Q4 2023

Feb 13, 2024
BUY
$82.77 - $100.51 $1.17 Million - $1.42 Million
14,156 New
14,156 $1.4 Million
Q2 2023

Aug 10, 2023
SELL
$100.28 - $108.53 $3,509 - $3,798
-35 Reduced 0.16%
21,469 $2.21 Million
Q1 2023

May 09, 2023
BUY
$99.48 - $108.63 $22,979 - $25,093
231 Added 1.09%
21,504 $2.29 Million
Q4 2022

Feb 14, 2023
BUY
$92.4 - $109.47 $1.04 Million - $1.23 Million
11,226 Added 111.73%
21,273 $2.12 Million
Q3 2022

Nov 01, 2022
BUY
$100.95 - $120.04 $1.01 Million - $1.21 Million
10,047 New
10,047 $1.03 Million
Q2 2022

Aug 05, 2022
SELL
$108.81 - $132.38 $282,253 - $343,393
-2,594 Closed
0 $0
Q1 2022

May 02, 2022
SELL
$128.66 - $144.3 $1.33 Million - $1.49 Million
-10,334 Reduced 79.94%
2,594 $343,000
Q4 2021

Feb 11, 2022
BUY
$141.52 - $154.35 $257,566 - $280,917
1,820 Added 16.38%
12,928 $1.92 Million
Q3 2021

Nov 18, 2021
BUY
$144.09 - $151.79 $243,368 - $256,373
1,689 Added 17.93%
11,108 $1.6 Million
Q2 2021

Jul 22, 2021
BUY
$135.6 - $145.73 $1.28 Million - $1.37 Million
9,419 New
9,419 $1.36 Million

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
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