A detailed history of Diversify Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 11,877 shares of TLT stock, worth $1.03 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,877
Previous 12,386 4.11%
Holding current value
$1.03 Million
Previous $1.22 Billion 10.64%
% of portfolio
0.11%
Previous 0.15%

Shares

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

Oct 25, 2024

SELL
$89.91 - $101.33 $45,764 - $51,576
-509 Reduced 4.11%
11,877 $1.09 Billion
Q2 2024

Aug 08, 2024

BUY
$87.78 - $94.67 $1.09 Million - $1.17 Million
12,386 New
12,386 $1.22 Billion

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


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

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify 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 Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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