Dynasty Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Dynasty Wealth Management, LLC

  • $3.39 Trillion
  • Q2 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 608,963 shares of TLT stock, worth $56 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
608,963
Previous 468,677 29.93%
Holding current value
$56 Million
Previous $44.3 Billion 26.03%
% of portfolio
1.65%
Previous 1.41%

Shares

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

Aug 12, 2024
BUY
$87.78 - $94.67 $12.3 Million - $13.3 Million
140,286 Added 29.93%
608,963 $55.9 Billion
Q1 2024

May 15, 2024
BUY
$92.18 - $98.72 $43.2 Million - $46.3 Million
468,677 New
468,677 $44.3 Billion

Others Institutions Holding TLT

# of Institutions
1,306
Shares Held
406M
Call Options Held
120M
Put Options Held
93.8M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty 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 Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email