Maxwell Wealth Strategies Inc. Ishares Barclays 20+ Year Trea Transaction History

Maxwell Wealth Strategies Inc.

  • $245 Billion
  • Q4 2024

A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 3,396 shares of TLT stock, worth $301,802. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,396
Previous 3,114 9.06%
Holding current value
$301,802
Previous $289 Million 2.69%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$87.1 - $98.49 $24,562 - $27,774
282 Added 9.06%
3,396 $297 Million
Q3 2024

Nov 06, 2024
SELL
$89.91 - $101.33 $160,938 - $181,380
-1,790 Reduced 36.5%
3,114 $289 Million
Q2 2024

Aug 12, 2024
BUY
$87.78 - $94.67 $10,884 - $11,739
124 Added 2.59%
4,904 $450 Million
Q1 2024

May 31, 2024
SELL
$92.18 - $98.72 $345,951 - $370,496
-3,753 Reduced 43.98%
4,780 $429 Million
Q4 2023

Feb 12, 2024
BUY
$82.77 - $100.51 $706,276 - $857,651
8,533 New
8,533 $844 Million

Others Institutions Holding TLT

# of Institutions
1,403
Shares Held
433M
Call Options Held
157M
Put Options Held
157M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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