Roger Wittlin Investment Advisory, LLC Ishares Barclays 20+ Year Trea Transaction History
Roger Wittlin Investment Advisory, LLC
- $154 Million
- Q2 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 13,353 shares of TLT stock, worth $1.33 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
13,353
Previous 9,639
38.53%
Holding current value
$1.33 Million
Previous $912,000
34.32%
% of portfolio
0.8%
Previous 0.64%
Shares
10 transactions
Others Institutions Holding TLT
# of Institutions
1,267Shares Held
401MCall Options Held
120MPut Options Held
93.8M-
Bank Of America Corp Charlotte, NC59.8MShares$5.96 Billion0.49% of portfolio
-
Morgan Stanley New York, NY43.5MShares$4.33 Billion0.31% of portfolio
-
Rafferty Asset Management, LLC New York, NY39.9MShares$3.98 Billion13.68% of portfolio
-
Northwestern Mutual Wealth Management CO32.6MShares$3.25 Billion2.96% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.65 Billion0.04% of portfolio