Modern Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Modern Wealth Management, LLC

$1.65 Trillion
Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Modern Wealth Management, LLC holds 38,497 shares of TLT stock, worth $3.38 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

38,497

Previous 28,453 35.3%

Holding current value

$3.38 Million

Previous $2.61 Billion 44.61%

% of portfolio

0.23%

Previous 0.19%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$89.91 - $101.33 $903,056 - $1.02 Million	10,044 Added 35.3%	38,497 $3.78 Billion
Q2 2024 Aug 07, 2024	BUY	$87.78 - $94.67 $124,120 - $133,863	1,414 Added 5.23%	28,453 $2.61 Billion
Q1 2024 May 13, 2024	BUY	$92.18 - $98.72 $2.49 Million - $2.67 Million	27,039 New	27,039 $2.44 Billion

Others Institutions Holding TLT

# of Institutions

1,354

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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Modern Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History