Number of Shares
151,902.00
Current Holdings Value*
$13.83 Mil
% of Portfolio
0.73%
Total Estimate Gain
$-3.42 Mil
% of Total Estimate Gain
-8.72%

Checchi Capital Advisers, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Checchi Capital Advisers, LLC held 151,902.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $13.83 Mil. This investment constitutes 0.73% of their stock portfolio, and Checchi Capital Advisers, LLC now holds 0.03% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2013Q4. And since then Checchi Capital Advisers, LLC has made 22 purchases of TLT, at an average price of $107.81, for a total of 363,805.00 shares. In addition, there have been 15 sales at an average price of $106.32 for 211,903.00 shares. Based on historical transaction data and TLT's current price of $87.39, Checchi Capital Advisers, LLC's estimated gain on his TLT holdings is $-3.42 Mil, reflecting a -8.72% gain to date.

Checchi Capital Advisers, LLC TLT ($87.39) Holding Chart

Checchi Capital Advisers, LLC TLT ($87.39) 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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