Twin Peaks Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Twin Peaks Wealth Advisors, LLC

  • $237 Billion
  • Q4 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 10,154 shares of TLT stock, worth $906,447. This represents 0.37% of its overall portfolio holdings.

Number of Shares
10,154
Previous 8,888 14.24%
Holding current value
$906,447
Previous $872 Million 1.7%
% of portfolio
0.37%
Previous 0.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$87.1 - $98.49 $110,268 - $124,688
1,266 Added 14.24%
10,154 $887 Million
Q3 2024

Oct 25, 2024
SELL
$89.91 - $101.33 $65,544 - $73,869
-729 Reduced 7.58%
8,888 $872 Million
Q2 2024

Jul 31, 2024
BUY
$87.78 - $94.67 $132,547 - $142,951
1,510 Added 18.63%
9,617 $883 Million
Q1 2024

Apr 23, 2024
BUY
$92.18 - $98.72 $71,439 - $76,508
775 Added 10.57%
8,107 $767 Million
Q4 2023

Jan 17, 2024
BUY
$82.77 - $100.51 $606,869 - $736,939
7,332 New
7,332 $725 Million

Others Institutions Holding TLT

# of Institutions
1,373
Shares Held
467M
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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