Wmg Financial Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Wmg Financial Advisors, LLC

  • $206 Million
  • Q3 2024

A detailed history of Wmg Financial Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 3,414 shares of TLT stock, worth $308,181. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,414
Previous 4,691 27.22%
Holding current value
$308,181
Previous $430,000 22.33%
% of portfolio
0.16%
Previous 0.24%

Shares

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

Oct 31, 2024
SELL
$89.91 - $101.33 $114,815 - $129,398
-1,277 Reduced 27.22%
3,414 $334,000
Q2 2024

Jul 30, 2024
SELL
$87.78 - $94.67 $219,450 - $236,675
-2,500 Reduced 34.77%
4,691 $430,000
Q1 2024

May 07, 2024
SELL
$92.18 - $98.72 $9,494 - $10,168
-103 Reduced 1.41%
7,191 $680,000
Q4 2023

Feb 08, 2024
BUY
$82.77 - $100.51 $603,724 - $733,119
7,294 New
7,294 $721,000

Others Institutions Holding TLT

# of Institutions
1,353
Shares Held
478M
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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