Ridgeline Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History

Ridgeline Wealth, LLC

$123 Billion
Q4 2024

A detailed history of Ridgeline Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Ridgeline Wealth, LLC holds 2,831 shares of TLT stock, worth $243,239. This represents 0.2% of its overall portfolio holdings.

Number of Shares

2,831

Holding current value

$243,239

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 06, 2025	BUY	$87.1 - $98.49 $246,580 - $278,825	2,831 New	2,831 $247 Million

Others Institutions Holding TLT

# of Institutions

1,355

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

Bank Of America Corp Charlotte, NC

97.6M
Shares

$8.38 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.06 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.36 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

36M
Shares

$3.09 Billion
3.15% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.44 Billion
0.29% of portfolio

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About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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Ridgeline Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History