Tempus Wealth Planning, LLC Ishares Barclays 20+ Year Trea Transaction History

Tempus Wealth Planning, LLC

$255 Million
Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 7,471 shares of TLT stock, worth $676,050. This represents 0.29% of its overall portfolio holdings.

Number of Shares

7,471

Previous 10,465 28.61%

Holding current value

$676,050

Previous $960,000 23.75%

% of portfolio

0.29%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$89.91 - $101.33 $269,190 - $303,382	-2,994 Reduced 28.61%	7,471 $732,000
Q2 2024 Jul 25, 2024	BUY	$87.78 - $94.67 $221,556 - $238,947	2,524 Added 31.78%	10,465 $960,000
Q1 2024 Apr 19, 2024	BUY	$92.18 - $98.72 $208,142 - $222,909	2,258 Added 39.73%	7,941 $751,000
Q4 2023 Jan 23, 2024	BUY	$82.77 - $100.51 $58,104 - $70,558	702 Added 14.09%	5,683 $561,000
Q3 2023 Oct 31, 2023	BUY	$88.41 - $102.95 $99,814 - $116,230	1,129 Added 29.31%	4,981 $441,000
Q2 2023 Jul 21, 2023	BUY	$100.28 - $108.53 $386,278 - $418,057	3,852 New	3,852 $396,000
Q4 2022 Feb 09, 2023	BUY	$92.4 - $109.47 $678,955 - $804,385	7,348 New	7,348 $731,000

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

Ticker TLT
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Tempus Wealth Planning, LLC Ishares Barclays 20+ Year Trea Transaction History