Wcg Wealth Advisors LLC Ishares Barclays 20+ Year Trea Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 28,761 shares of TLT stock, worth $2.59 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

28,761

Previous 27,679 3.91%

Holding current value

$2.59 Million

Previous $2.72 Million 7.51%

% of portfolio

0.18%

Previous 0.18%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$87.1 - $98.49 $94,242 - $106,566	1,082 Added 3.91%	28,761 $2.51 Million
Q3 2024 Nov 13, 2024	SELL	$89.91 - $101.33 $636,652 - $717,517	-7,081 Reduced 20.37%	27,679 $2.72 Million
Q2 2024 Aug 12, 2024	SELL	$87.78 - $94.67 $53,896 - $58,127	-614 Reduced 1.74%	34,760 $3.19 Million
Q1 2024 May 13, 2024	BUY	$92.18 - $98.72 $2.29 Million - $2.46 Million	24,879 Added 237.06%	35,374 $3.35 Million
Q4 2023 Feb 08, 2024	BUY	$82.77 - $100.51 $868,671 - $1.05 Million	10,495 New	10,495 $1.04 Million

Others Institutions Holding TLT

# of Institutions

1,435

Shares Held

410M

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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Wcg Wealth Advisors LLC Ishares Barclays 20+ Year Trea Transaction History