Summit Wealth Group, LLC Ishares Barclays 20+ Year Trea Transaction History

Summit Wealth Group, LLC

$345 Million
Q4 2024

A detailed history of Summit Wealth Group, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Summit Wealth Group, LLC holds 46,493 shares of TLT stock, worth $4.18 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

46,493

Previous 43,887 5.94%

Holding current value

$4.18 Million

Previous $4.31 Million 5.69%

% of portfolio

1.18%

Previous 1.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$87.1 - $98.49 $226,982 - $256,664	2,606 Added 5.94%	46,493 $4.06 Million
Q3 2024 Nov 08, 2024	BUY	$89.91 - $101.33 $406,752 - $458,416	4,524 Added 11.49%	43,887 $4.31 Million
Q2 2024 Jul 31, 2024	BUY	$87.78 - $94.67 $3.46 Million - $3.73 Million	39,363 New	39,363 $3.61 Million
Q2 2023 Jul 26, 2023	SELL	$100.28 - $108.53 $209 Million - $226 Million	-2,080,214 Reduced 99.06%	19,791 $2.04 Million
Q1 2023 May 10, 2023	BUY	$99.48 - $108.63 $209 Million - $228 Million	2,100,005 New	2,100,005 $20,000
Q4 2021 Feb 14, 2022	SELL	$141.52 - $154.35 $201,524 - $219,794	-1,424 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$144.09 - $151.79 $205,184 - $216,148	1,424 New	1,424 $206,000
Q1 2021 May 11, 2021	SELL	$133.92 - $157.54 $1.19 Million - $1.4 Million	-8,914 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$155.16 - $163.36 $1.38 Million - $1.46 Million	8,914 New	8,914 $1.41 Million

Others Institutions Holding TLT

# of Institutions

1,432

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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Summit Wealth Group, LLC Ishares Barclays 20+ Year Trea Transaction History