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

Delos Wealth Advisors, LLC

$116 Million
Q4 2024

A detailed history of Delos Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 656 shares of TLT stock, worth $58,482. This represents 0.05% of its overall portfolio holdings.

Number of Shares

656

Previous 24,764 97.35%

Holding current value

$58,482

Previous $2.43 Million 97.65%

% of portfolio

0.05%

Previous 2.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$87.1 - $98.49 $2.1 Million - $2.37 Million	-24,108 Reduced 97.35%	656 $57,000
Q3 2024 Nov 15, 2024	BUY	$89.91 - $101.33 $248,151 - $279,670	2,760 Added 12.54%	24,764 $2.43 Million
Q2 2024 Aug 13, 2024	BUY	$87.78 - $94.67 $308,546 - $332,765	3,515 Added 19.01%	22,004 $2.02 Million
Q1 2024 May 09, 2024	BUY	$92.18 - $98.72 $1.64 Million - $1.75 Million	17,744 Added 2381.74%	18,489 $1.75 Million
Q4 2023 Feb 06, 2024	BUY	$82.77 - $100.51 $23,175 - $28,142	280 Added 60.22%	745 $73,000
Q3 2023 Nov 15, 2023	BUY	$88.41 - $102.95 $32,269 - $37,576	365 Added 365.0%	465 $41,000
Q2 2023 Sep 01, 2023	BUY	$100.28 - $108.53 $10,028 - $10,853	100 New	100 $10,000
Q3 2022 Nov 15, 2022	BUY	$100.95 - $120.04 $3,028 - $3,601	30 Added 30.0%	130 $13,000
Q2 2022 Aug 15, 2022	BUY	$108.81 - $132.38 $10,881 - $13,238	100 New	100 $11,000

Others Institutions Holding TLT

# of Institutions

1,413

Shares Held

412M

Call Options Held

176M

Put Options Held

155M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Delos Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History