Warren Street Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Warren Street Wealth Advisors, LLC

  • $234 Million
  • Q3 2024

A detailed history of Warren Street Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 4,500 shares of TLT stock, worth $392,355. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,500
Previous 5,000 10.0%
Holding current value
$392,355
Previous $458,000 3.71%
% of portfolio
0.19%
Previous 0.23%

Shares

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

Oct 18, 2024
SELL
$89.91 - $101.33 $44,955 - $50,665
-500 Reduced 10.0%
4,500 $441,000
Q2 2024

Jul 30, 2024
BUY
$87.78 - $94.67 $193,116 - $208,274
2,200 Added 78.57%
5,000 $458,000
Q1 2024

Apr 30, 2024
BUY
$92.18 - $98.72 $67,199 - $71,966
729 Added 35.2%
2,800 $264,000
Q4 2023

Mar 19, 2024
SELL
$82.77 - $100.51 $43,785 - $53,169
-529 Reduced 20.35%
2,071 $204,000
Q3 2023

Oct 18, 2023
BUY
$88.41 - $102.95 $229,866 - $267,670
2,600 New
2,600 $230,000

Others Institutions Holding TLT

# of Institutions
1,354
Shares Held
469M
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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