Summit Financial Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 5,808 shares of TLT stock, worth $518,364. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,808
Previous 5,230 11.05%
Holding current value
$518,364
Previous $461,000 12.58%
% of portfolio
0.09%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
BUY
$85.01 - $90.35 $49,135 - $52,222
578 Added 11.05%
5,808 $519,000
Q2 2025

Sep 29, 2025
BUY
$83.97 - $92.85 $145,268 - $160,630
1,730 Added 49.43%
5,230 $461,000
Q2 2024

Aug 12, 2024
BUY
$87.78 - $94.67 $307,230 - $331,345
3,500 New
3,500 $321,000
Q4 2023

Jan 19, 2024
BUY
$82.77 - $100.51 $169,678 - $206,045
2,050 New
2,050 $202,000

Others Institutions Holding TLT

# of Institutions
1,380
Shares Held
401M
Call Options Held
169M
Put Options Held
151M
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 Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, 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 Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email