ADAPT WEALTH ADVISORS, LLC TLT Holdings History
ADAPT WEALTH ADVISORS, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, ADAPT WEALTH ADVISORS, LLC held 119,216.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $10.85 Mil. This investment constitutes 5.29% of their stock portfolio, and ADAPT WEALTH ADVISORS, LLC now holds 0.02% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2024Q1. And since then ADAPT WEALTH ADVISORS, LLC has made 3 purchases of TLT, at an average price of $92.70, for a total of 125,298.00 shares. In addition, there have been 1 sales at an average price of $91.94 for 6,082.00 shares. Based on historical transaction data and TLT's current price of $85.11, ADAPT WEALTH ADVISORS, LLC's estimated gain on his TLT holdings is $-909,695.55, reflecting a -7.83% gain to date.
ADAPT WEALTH ADVISORS, LLC TLT ($85.11) Holding Chart
ADAPT WEALTH ADVISORS, LLC TLT ($85.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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