FirstPurpose Wealth LLC TLT Holdings History
FirstPurpose Wealth LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2024-03-31, FirstPurpose Wealth LLC held 7,015.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $632,890.00. This investment constitutes 0.23% of their stock portfolio, and FirstPurpose Wealth LLC now holds -% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2021Q4. And since then FirstPurpose Wealth LLC has made 5 purchases of TLT, at an average price of $107.65, for a total of 33,103.00 shares. In addition, there have been 3 sales at an average price of $106.10 for 26,088.00 shares. Based on historical transaction data and TLT's current price of $85.80, FirstPurpose Wealth LLC's estimated gain on his TLT holdings is $-193,594.15, reflecting a -5.43% gain to date.
FirstPurpose Wealth LLC TLT ($85.80) Holding Chart
FirstPurpose Wealth LLC TLT ($85.80) 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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