A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 3,748 shares of TLT stock, worth $347,664. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,748
Previous 4,551 17.64%
Holding current value
$347,664
Previous $450,000 21.33%
% of portfolio
0.18%
Previous 0.27%

Shares

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

May 10, 2024

SELL
$92.18 - $98.72 $74,020 - $79,272
-803 Reduced 17.64%
3,748 $354,000
Q4 2023

Feb 09, 2024

BUY
$82.77 - $100.51 $177,210 - $215,191
2,141 Added 88.84%
4,551 $450,000
Q3 2023

Nov 13, 2023

BUY
$88.41 - $102.95 $131,200 - $152,777
1,484 Added 160.26%
2,410 $213,000
Q2 2023

Aug 14, 2023

BUY
$100.28 - $108.53 $12,133 - $13,132
121 Added 15.03%
926 $95,000
Q1 2023

May 15, 2023

SELL
$99.48 - $108.63 $696 - $760
-7 Reduced 0.86%
805 $85,000
Q4 2022

Feb 14, 2023

BUY
$93.98 - $109.47 $76,311 - $88,889
812 New
812 $80,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


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