Fortis Group Advisors, LLC TLT Holdings History
Fortis Group Advisors, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Fortis Group Advisors, LLC held 83,433.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $7.59 Mil. This investment constitutes 1.47% of their stock portfolio, and Fortis Group Advisors, LLC now holds 0.02% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2023Q1. And since then Fortis Group Advisors, LLC has made 4 purchases of TLT, at an average price of $93.11, for a total of 198,310.00 shares. In addition, there have been 5 sales at an average price of $92.04 for 114,877.00 shares. Based on historical transaction data and TLT's current price of $85.90, Fortis Group Advisors, LLC's estimated gain on his TLT holdings is $-724,178.54, reflecting a -3.92% gain to date.
Fortis Group Advisors, LLC TLT ($85.90) Holding Chart
Fortis Group Advisors, LLC TLT ($85.90) 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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