GRIES FINANCIAL LLC TLT Holdings History
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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