Primoris Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Primoris Wealth Advisors, LLC

  • $139 Million
  • Q3 2024

A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 2,837 shares of TLT stock, worth $257,145. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,837
Holding current value
$257,145
% of portfolio
0.2%

Shares

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

Nov 01, 2024
BUY
$89.91 - $101.33 $255,074 - $287,473
2,837 New
2,837 $278,000
Q2 2022

Jul 29, 2022
BUY
$108.81 - $132.38 $242,646 - $295,207
2,230 New
2,230 $256,000

Others Institutions Holding TLT

# of Institutions
1,355
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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