Optivise Advisory Services LLC Ishares Barclays 20+ Year Trea Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Optivise Advisory Services LLC holds 3,855 shares of TLT stock, worth $354,505. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,855
Previous 4,031 4.37%
Holding current value
$354,505
Previous $395 Million 14.86%
% of portfolio
0.18%
Previous 0.21%

Shares

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

Feb 13, 2025
SELL
$87.1 - $98.49 $15,329 - $17,334
-176 Reduced 4.37%
3,855 $337 Million
Q3 2024

Nov 12, 2024
BUY
$89.91 - $101.33 $362,427 - $408,461
4,031 New
4,031 $395 Million
Q2 2024

Nov 14, 2024
SELL
$87.78 - $94.67 $2,984 - $3,218
-34 Reduced 0.84%
3,997 $367 Million

Others Institutions Holding TLT

# of Institutions
1,423
Shares Held
412M
Call Options Held
175M
Put Options Held
153M
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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