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

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 8,888 shares of TLT stock, worth $780,544. This represents 0.4% of its overall portfolio holdings.

Number of Shares
8,888
Previous 9,617 7.58%
Holding current value
$780,544
Previous $883 Million 1.21%
% of portfolio
0.4%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$89.91 - $101.33 $65,544 - $73,869
-729 Reduced 7.58%
8,888 $872 Million
Q2 2024

Jul 31, 2024
BUY
$87.78 - $94.67 $132,547 - $142,951
1,510 Added 18.63%
9,617 $883 Million
Q1 2024

Apr 23, 2024
BUY
$92.18 - $98.72 $71,439 - $76,508
775 Added 10.57%
8,107 $767 Million
Q4 2023

Jan 17, 2024
BUY
$82.77 - $100.51 $606,869 - $736,939
7,332 New
7,332 $725 Million

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

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