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

Vertex Planning Partners, LLC

$418 Billion
Q3 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 4,573 shares of TLT stock, worth $401,326. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,573

Previous 5,845 21.76%

Holding current value

$401,326

Previous $536 Million 16.37%

% of portfolio

0.11%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$89.91 - $101.33 $114,365 - $128,891	-1,272 Reduced 21.76%	4,573 $449 Million
Q2 2024 Aug 13, 2024	BUY	$87.78 - $94.67 $2,545 - $2,745	29 Added 0.5%	5,845 $536 Million
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

1,368

Shares Held

466M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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