A detailed history of Bcgm Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 31,404 shares of TLT stock, worth $2.89 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
31,404
Previous 27,974 12.26%
Holding current value
$2.89 Million
Previous $2.65 Million 8.92%
% of portfolio
1.06%
Previous 1.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$87.78 - $94.67 $301,085 - $324,718
3,430 Added 12.26%
31,404 $2.88 Million
Q1 2024

May 07, 2024

BUY
$92.18 - $98.72 $2.58 Million - $2.76 Million
27,974 New
27,974 $2.65 Million

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Bcgm Wealth Management, LLC Portfolio

Follow Bcgm Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bcgm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bcgm Wealth Management, LLC with notifications on news.