A detailed history of Surience Private Wealth LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Surience Private Wealth LLC holds 15,097 shares of TLT stock, worth $1.44 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
15,097
Holding current value
$1.44 Million
% of portfolio
1.91%

Shares

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

Aug 09, 2024

BUY
$87.78 - $94.67 $1.33 Million - $1.43 Million
15,097 New
15,097 $1.39 Million
Q4 2023

Feb 14, 2024

BUY
$82.77 - $100.51 $1.26 Million - $1.53 Million
15,239 New
15,239 $1.51 Million

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Surience Private Wealth LLC Portfolio

Follow Surience Private Wealth 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 Surience Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surience Private Wealth LLC with notifications on news.