CreativeOne Wealth, LLC TLT Holdings History
CreativeOne Wealth, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, CreativeOne Wealth, LLC held 56,159.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $5.11 Mil. This investment constitutes 0.15% of their stock portfolio, and CreativeOne Wealth, LLC now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2018Q4. And since then CreativeOne Wealth, LLC has made 16 purchases of TLT, at an average price of $97.65, for a total of 283,321.00 shares. In addition, there have been 10 sales at an average price of $91.40 for 227,162.00 shares. Based on historical transaction data and TLT's current price of $86.03, CreativeOne Wealth, LLC's estimated gain on his TLT holdings is $-2.07 Mil, reflecting a -7.49% gain to date.
CreativeOne Wealth, LLC TLT ($86.03) Holding Chart
CreativeOne Wealth, LLC TLT ($86.03) 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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