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

Summit Wealth Group, LLC

$347 Million
Q3 2024

A detailed history of Summit Wealth Group, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Summit Wealth Group, LLC holds 43,887 shares of TLT stock, worth $3.97 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

43,887

Previous 39,363 11.49%

Holding current value

$3.97 Million

Previous $3.61 Million 19.15%

% of portfolio

1.24%

Previous 1.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$89.91 - $101.33 $406,752 - $458,416	4,524 Added 11.49%	43,887 $4.31 Million
Q2 2024 Jul 31, 2024	BUY	$87.78 - $94.67 $3.46 Million - $3.73 Million	39,363 New	39,363 $3.61 Million
Q2 2023 Jul 26, 2023	SELL	$100.28 - $108.53 $209 Million - $226 Million	-2,080,214 Reduced 99.06%	19,791 $2.04 Million
Q1 2023 May 10, 2023	BUY	$99.48 - $108.63 $209 Million - $228 Million	2,100,005 New	2,100,005 $20,000
Q4 2021 Feb 14, 2022	SELL	$141.52 - $154.35 $201,524 - $219,794	-1,424 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$144.09 - $151.79 $205,184 - $216,148	1,424 New	1,424 $206,000
Q1 2021 May 11, 2021	SELL	$133.92 - $157.54 $1.19 Million - $1.4 Million	-8,914 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$155.16 - $163.36 $1.38 Million - $1.46 Million	8,914 New	8,914 $1.41 Million

Others Institutions Holding TLT

# of Institutions

1,353

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Summit Wealth Group, LLC with notifications on news.

Account

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