Straight Path Wealth Management Ishares Barclays 20+ Year Trea Transaction History

Straight Path Wealth Management

  • $208 Million
  • Q3 2024

A detailed history of Straight Path Wealth Management transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Straight Path Wealth Management holds 2,250 shares of TLT stock, worth $203,602. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,250
Previous 2,250 -0.0%
Holding current value
$203,602
Previous $206,000 6.8%
% of portfolio
0.11%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$87.78 - $94.67 $16,765 - $18,081
-191 Reduced 7.82%
2,250 $206,000
Q1 2024

Apr 30, 2024
SELL
$92.18 - $98.72 $43,693 - $46,793
-474 Reduced 16.26%
2,441 $230,000
Q4 2023

Jan 23, 2024
SELL
$82.77 - $100.51 $53,800 - $65,331
-650 Reduced 18.23%
2,915 $288,000
Q3 2023

Oct 31, 2023
BUY
$88.41 - $102.95 $8,841 - $10,295
100 Added 2.89%
3,565 $316,000
Q2 2023

Jul 25, 2023
SELL
$100.28 - $108.53 $60,168 - $65,118
-600 Reduced 14.76%
3,465 $356,000
Q1 2023

Apr 26, 2023
BUY
$99.48 - $108.63 $6,366 - $6,952
64 Added 1.6%
4,065 $432,000
Q4 2022

Jan 20, 2023
SELL
$92.4 - $109.47 $1,201 - $1,423
-13 Reduced 0.32%
4,001 $0
Q3 2022

Oct 21, 2022
BUY
$100.95 - $120.04 $65,011 - $77,305
644 Added 19.11%
4,014 $411,000
Q2 2022

Jul 19, 2022
BUY
$108.81 - $132.38 $366,689 - $446,120
3,370 New
3,370 $387,000

Others Institutions Holding TLT

# of Institutions
1,356
Shares Held
479M
Call Options Held
148M
Put Options Held
145M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Straight Path Wealth Management Portfolio

Follow Straight Path Wealth Management 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 Straight Path Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Straight Path Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email