A detailed history of Wagner Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 31 shares of TLT stock, worth $2,909. This represents 0.0% of its overall portfolio holdings.

Number of Shares
31
Previous 31 -0.0%
Holding current value
$2,909
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$87.78 - $94.67 $3,598 - $3,881
-41 Reduced 56.94%
31 $2,000
Q1 2024

Apr 23, 2024

BUY
$92.18 - $98.72 $3,318 - $3,553
36 Added 100.0%
72 $6,000
Q4 2023

Jan 19, 2024

BUY
$82.77 - $100.51 $82 - $100
1 Added 2.86%
36 $3,000
Q3 2023

Oct 18, 2023

BUY
$88.41 - $102.95 $3,094 - $3,603
35 New
35 $3,000
Q1 2018

May 10, 2018

SELL
$116.74 - $126.09 $2,334 - $2,521
-20 Closed
0 $0
Q4 2017

Feb 22, 2018

BUY
$122.43 - $128.35 $2,448 - $2,567
20
20 $2,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Wagner Wealth Management, LLC Portfolio

Follow Wagner Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wagner Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wagner Wealth Management, LLC with notifications on news.