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

Adapt Wealth Advisors, LLC

$203 Billion
Q4 2024

A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 80,634 shares of TLT stock, worth $7.25 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

80,634

Previous 86,716 7.01%

Holding current value

$7.25 Million

Previous $8.51 Billion 17.22%

% of portfolio

3.47%

Previous 4.55%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$87.1 - $98.49 $529,742 - $599,016	-6,082 Reduced 7.01%	80,634 $7.04 Billion
Q3 2024 Nov 12, 2024	BUY	$89.91 - $101.33 $1.99 Million - $2.25 Million	22,173 Added 34.35%	86,716 $8.51 Billion
Q2 2024 Aug 06, 2024	BUY	$87.78 - $94.67 $1.57 Million - $1.69 Million	17,873 Added 38.3%	64,543 $5.92 Billion
Q1 2024 May 02, 2024	BUY	$92.18 - $98.72 $4.3 Million - $4.61 Million	46,670 New	46,670 $4.42 Billion

Others Institutions Holding TLT

# of Institutions

1,432

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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