Fonville Wealth Management LLC Ishares Barclays 20+ Year Trea Transaction History

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 2024

A detailed history of Fonville Wealth Management LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Fonville Wealth Management LLC holds 7,100 shares of TLT stock, worth $652,916. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,100
Previous 4,700 51.06%
Holding current value
$652,916
Previous $461 Million 34.48%
% of portfolio
0.2%
Previous 0.16%

Shares

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

Jan 28, 2025
BUY
$87.1 - $98.49 $209,040 - $236,376
2,400 Added 51.06%
7,100 $620 Million
Q1 2024

Apr 26, 2024
BUY
$92.18 - $98.72 $433,246 - $463,984
4,700 New
4,700 $445 Million

Others Institutions Holding TLT

# of Institutions
1,425
Shares Held
412M
Call Options Held
175M
Put Options Held
153M
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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