Vertex Planning Partners, LLC Ishares Barclays 20+ Year Trea Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 5,816 shares of TLT stock, worth $539,492. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,816
Previous 5,275 10.26%
Holding current value
$539,492
Previous $522 Million 5.51%
% of portfolio
0.15%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$92.18 - $98.72 $49,869 - $53,407
541 Added 10.26%
5,816 $550 Million
Q4 2023

Feb 14, 2024
BUY
$82.77 - $100.51 $77,389 - $93,976
935 Added 21.54%
5,275 $522 Million
Q3 2023

Nov 14, 2023
BUY
$88.41 - $102.95 $383,699 - $446,803
4,340 New
4,340 $385 Million

Others Institutions Holding TLT

# of Institutions
1,273
Shares Held
365M
Call Options Held
105M
Put Options Held
74.3M
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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