GRIES FINANCIAL LLC TLT Holdings History

Number of Shares
6,408.00
Current Holdings Value*
$583,320.00
% of Portfolio
0.11%
Total Estimate Gain
$-365,171.04
% of Total Estimate Gain
-5.33%

GRIES FINANCIAL LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, GRIES FINANCIAL LLC held 6,408.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $583,320.00. This investment constitutes 0.11% of their stock portfolio, and GRIES FINANCIAL LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2023Q3. And since then GRIES FINANCIAL LLC has made 4 purchases of TLT, at an average price of $96.02, for a total of 71,394.00 shares. In addition, there have been 3 sales at an average price of $91.29 for 64,986.00 shares. Based on historical transaction data and TLT's current price of $86.97, GRIES FINANCIAL LLC's estimated gain on his TLT holdings is $-365,171.04, reflecting a -5.33% gain to date.

GRIES FINANCIAL LLC TLT ($86.97) Holding Chart

GRIES FINANCIAL LLC 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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