Valmark Advisers, Inc. Ishares Barclays 20+ Year Trea Transaction History

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Valmark Advisers, Inc. holds 4,299 shares of TLT stock, worth $381,235. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,299
Previous 3,784 13.61%
Holding current value
$381,235
Previous $371,000 1.08%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 30, 2025
BUY
$87.1 - $98.49 $44,856 - $50,722
515 Added 13.61%
4,299 $375,000
Q3 2024

Oct 25, 2024
SELL
$89.91 - $101.33 $25,084 - $28,271
-279 Reduced 6.87%
3,784 $371,000
Q2 2024

Jul 31, 2024
BUY
$87.78 - $94.67 $356,650 - $384,644
4,063 New
4,063 $372,000

Others Institutions Holding TLT

# of Institutions
1,395
Shares Held
474M
Call Options Held
140M
Put Options Held
162M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email