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%
Shares
4 transactions
Others Institutions Holding TLT
# of Institutions
1,432Shares Held
412MCall Options Held
175MPut Options Held
153M-
Bank Of America Corp Charlotte, NC79.2MShares$7.12 Billion0.59% of portfolio
-
Rafferty Asset Management, LLC New York, NY41.8MShares$3.76 Billion13.23% of portfolio
-
Northwestern Mutual Wealth Management CO37.6MShares$3.38 Billion2.79% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.86 Billion0.13% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.49 Billion0.04% of portfolio