A detailed history of Simplicity Wealth,Llc transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Simplicity Wealth,Llc holds 22,248 shares of TLT stock, worth $2.09 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
22,248
Previous 32,742 32.05%
Holding current value
$2.09 Million
Previous $3.01 Million 27.39%
% of portfolio
0.21%
Previous 0.07%

Shares

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

Oct 09, 2024

SELL
$89.91 - $101.33 $943,515 - $1.06 Million
-10,494 Reduced 32.05%
22,248 $2.18 Million
Q2 2024

Jul 10, 2024

BUY
$87.78 - $94.67 $537,564 - $579,759
6,124 Added 23.01%
32,742 $3.01 Million
Q1 2024

Apr 24, 2024

SELL
$92.18 - $98.72 $75,956 - $81,345
-824 Reduced 3.0%
26,618 $2.52 Million
Q4 2023

Jan 29, 2024

BUY
$82.77 - $100.51 $962,201 - $1.17 Million
11,625 Added 73.5%
27,442 $2.71 Million
Q3 2023

Oct 19, 2023

BUY
$88.41 - $102.95 $1.4 Million - $1.63 Million
15,817 New
15,817 $1.4 Million

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.