Scholtz & Company, LLC Ishares Barclays 20+ Year Trea Transaction History

Scholtz & Company, LLC

$207 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$92.4 - $109.47 $392,238 - $464,700	4,245 Added 69.08%	10,390 $1.03 Million
Q3 2022 Nov 14, 2022	BUY	$100.95 - $120.04 $620,337 - $737,645	6,145 New	6,145 $602,000

Others Institutions Holding TLT

# of Institutions

1,356

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

Bank Of America Corp Charlotte, NC

97.6M
Shares

$9.09 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.4 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.65 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

36M
Shares

$3.35 Billion
3.15% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.56 Billion
0.29% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Scholtz & Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Scholtz & Company, LLC with notifications on news.