Atlas Financial Advisors, Inc. TLT Holdings History
Atlas Financial Advisors, Inc.'s iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2024-12-31, Atlas Financial Advisors, Inc. held 23,398.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $2.04 Mil. This investment constitutes 3.19% of their stock portfolio, and Atlas Financial Advisors, Inc. now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2022Q1. And since then Atlas Financial Advisors, Inc. has made 3 purchases of TLT, at an average price of $120.15, for a total of 160,540.00 shares. In addition, there have been 9 sales at an average price of $96.43 for 137,142.00 shares. Based on historical transaction data and TLT's current price of $86.97, Atlas Financial Advisors, Inc.'s estimated gain on his TLT holdings is $-4.03 Mil, reflecting a -20.89% gain to date.
Atlas Financial Advisors, Inc. TLT ($86.97) Holding Chart
Atlas Financial Advisors, Inc. TLT ($86.97) 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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