A detailed history of Archetype Wealth Partners transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Archetype Wealth Partners holds 9,622 shares of TLT stock, worth $845,485. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,622
Previous 5,406 77.99%
Holding current value
$845,485
Previous $496,000 90.32%
% of portfolio
0.14%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$89.91 - $101.33 $379,060 - $427,207
4,216 Added 77.99%
9,622 $944,000
Q2 2024

Aug 15, 2024

BUY
$87.78 - $94.67 $474,538 - $511,786
5,406 New
5,406 $496,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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