Triad Wealth Partners, LLC Ishares Barclays 20+ Year Trea Transaction History

Triad Wealth Partners, LLC

  • $277 Billion
  • Q4 2024

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 32,964 shares of TLT stock, worth $2.99 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
32,964
Previous 12,268 168.7%
Holding current value
$2.99 Million
Previous $1.2 Billion 139.19%
% of portfolio
1.04%
Previous 0.64%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$87.1 - $98.49 $1.8 Million - $2.04 Million
20,696 Added 168.7%
32,964 $2.88 Billion
Q3 2024

Oct 21, 2024
BUY
$89.91 - $101.33 $1.09 Million - $1.23 Million
12,168 Added 12168.0%
12,268 $1.2 Billion
Q2 2024

Jul 18, 2024
BUY
$87.78 - $94.67 $8,778 - $9,467
100 New
100 $9.2 Million

Others Institutions Holding TLT

# of Institutions
1,433
Shares Held
412M
Call Options Held
175M
Put Options Held
153M
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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