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

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,922 shares of TLT stock, worth $1.07 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

11,922

Previous 36,671 67.49%

Holding current value

$1.07 Million

Previous $3.6 Billion 71.06%

% of portfolio

0.08%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$87.1 - $98.49 $2.16 Million - $2.44 Million	-24,749 Reduced 67.49%	11,922 $1.04 Billion
Q3 2024 Oct 21, 2024	BUY	$89.91 - $101.33 $1.62 Million - $1.82 Million	17,992 Added 96.32%	36,671 $3.6 Billion
Q2 2024 Jul 09, 2024	BUY	$87.78 - $94.67 $1.37 Million - $1.48 Million	15,626 Added 511.82%	18,679 $1.71 Billion
Q1 2024 Apr 15, 2024	SELL	$92.18 - $98.72 $90,520 - $96,943	-982 Reduced 24.34%	3,053 $289 Million
Q4 2023 Jan 16, 2024	BUY	$82.77 - $100.51 $120,264 - $146,041	1,453 Added 56.27%	4,035 $399 Million
Q3 2023 Oct 23, 2023	BUY	$88.41 - $102.95 $228,274 - $265,816	2,582 New	2,582 $229 Million

Others Institutions Holding TLT

# of Institutions

1,434

Shares Held

410M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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