A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 16,312 shares of TLT stock, worth $1.47 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
16,312
Previous 21,584 24.43%
Holding current value
$1.47 Million
Previous $1.98 Million 19.19%
% of portfolio
1.59%
Previous 1.96%

Shares

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

Nov 08, 2024

SELL
$89.91 - $101.33 $474,005 - $534,211
-5,272 Reduced 24.43%
16,312 $1.6 Million
Q2 2024

Jul 18, 2024

BUY
$87.78 - $94.67 $1.57 Million - $1.7 Million
17,930 Added 490.7%
21,584 $1.98 Million
Q4 2023

Jan 18, 2024

BUY
$82.77 - $100.51 $27,231 - $33,067
329 Added 9.89%
3,654 $361,000
Q3 2023

Oct 24, 2023

BUY
$88.41 - $102.95 $293,963 - $342,308
3,325 New
3,325 $294,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


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