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

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024

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 3,500 shares of TLT stock, worth $315,945. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,500
Previous 3,500 -0.0%
Holding current value
$315,945
Previous $321,000 6.85%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,353
Shares Held
478M
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
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