Wespac Advisors So Cal, LLC Ishares Barclays 20+ Year Trea Transaction History

Wespac Advisors So Cal, LLC

  • $390 Million
  • Q2 2024

A detailed history of Wespac Advisors So Cal, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 21,295 shares of TLT stock, worth $1.96 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
21,295
Previous 27,196 21.7%
Holding current value
$1.96 Million
Previous $2.57 Million 24.06%
% of portfolio
0.5%
Previous 0.68%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$87.78 - $94.67 $517,989 - $558,647
-5,901 Reduced 21.7%
21,295 $1.95 Million
Q1 2024

Apr 18, 2024
BUY
$92.18 - $98.72 $498,693 - $534,075
5,410 Added 24.83%
27,196 $2.57 Million
Q4 2023

Jan 25, 2024
BUY
$82.77 - $100.51 $1.8 Million - $2.19 Million
21,786 New
21,786 $2.15 Million

Others Institutions Holding TLT

# of Institutions
1,307
Shares Held
405M
Call Options Held
120M
Put Options Held
93.8M
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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