Plante Moran Financial Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 104 shares of TLT stock, worth $9,374. This represents 0.0% of its overall portfolio holdings.

Number of Shares
104
Previous 72 44.44%
Holding current value
$9,374
Previous $7,000 28.57%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$87.1 - $98.49 $2,787 - $3,151
32 Added 44.44%
104 $9,000
Q4 2023

Feb 05, 2024
BUY
$82.77 - $100.51 $4,386 - $5,327
53 Added 278.95%
72 $7,000
Q3 2023

Nov 07, 2023
BUY
$88.41 - $102.95 $1,679 - $1,956
19 New
19 $1,000
Q2 2022

Aug 02, 2022
BUY
$108.81 - $132.38 $0 - $0
0 New
0 $0
Q1 2021

May 13, 2021
SELL
$133.92 - $157.54 $2,678 - $3,150
-20 Closed
0 $0
Q2 2020

Aug 10, 2020
SELL
$156.11 - $171.29 $202,943 - $222,677
-1,300 Reduced 98.48%
20 $3,000
Q1 2020

May 07, 2020
BUY
$136.74 - $171.29 $180,223 - $225,760
1,318 Added 65900.0%
1,320 $218,000
Q4 2019

Feb 14, 2020
SELL
$134.91 - $145.99 $226,648 - $245,263
-1,680 Reduced 99.88%
2 $0
Q3 2019

Nov 13, 2019
BUY
$130.07 - $147.8 $104,056 - $118,240
800 Added 90.7%
1,682 $240,000
Q2 2019

Aug 13, 2019
BUY
$122.21 - $132.9 $107,789 - $117,217
882 New
882 $117,000

Others Institutions Holding TLT

# of Institutions
1,437
Shares Held
410M
Call Options Held
175M
Put Options Held
153M
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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