A detailed history of Foguth Wealth Management, Llc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 5,951 shares of TLT stock, worth $550,467. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,951
Previous 5,889 1.05%
Holding current value
$550,467
Previous $541 Million 4.58%
% of portfolio
0.21%
Previous 0.24%

Shares

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

Oct 09, 2024

BUY
$89.91 - $101.33 $5,574 - $6,282
62 Added 1.05%
5,951 $565 Million
Q2 2024

Jul 16, 2024

SELL
$87.78 - $94.67 $27,475 - $29,631
-313 Reduced 5.05%
5,889 $541 Million
Q1 2024

Apr 17, 2024

BUY
$92.18 - $98.72 $571,700 - $612,261
6,202 New
6,202 $587 Million

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


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

Track Foguth Wealth Management, Llc. Portfolio

Follow Foguth 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 Foguth Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Foguth Wealth Management, Llc. with notifications on news.