Valtinson Bruner Financial Planning LLC Ishares Barclays 20+ Year Trea Transaction History

Valtinson Bruner Financial Planning LLC

  • $231 Million
  • Q3 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 12,566 shares of TLT stock, worth $1.11 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
12,566
Previous 15,256 17.63%
Holding current value
$1.11 Million
Previous $1.4 Million 12.0%
% of portfolio
0.53%
Previous 0.75%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$89.91 - $101.33 $241,857 - $272,577
-2,690 Reduced 17.63%
12,566 $1.23 Million
Q2 2024

Aug 05, 2024
BUY
$87.78 - $94.67 $1.34 Million - $1.44 Million
15,256 New
15,256 $1.4 Million
Q1 2021

Apr 16, 2021
SELL
$133.92 - $157.54 $1.23 Million - $1.45 Million
-9,175 Closed
0 $0
Q4 2020

Jan 08, 2021
BUY
$155.16 - $163.36 $1.42 Million - $1.5 Million
9,175 New
9,175 $1.39 Million

Others Institutions Holding TLT

# of Institutions
1,354
Shares Held
479M
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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