Number of Shares
38,781.00
Current Holdings Value*
$3.53 Mil
% of Portfolio
2.05%
Total Estimate Gain
$-3.34 Mil
% of Total Estimate Gain
-16.36%

Latitude Advisors, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary

As of 2025-03-31, Latitude Advisors, LLC held 38,781.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $3.53 Mil. This investment constitutes 2.05% of their stock portfolio, and Latitude Advisors, LLC now holds 0.01% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.

The initial trade took place in 2021Q3. And since then Latitude Advisors, LLC has made 9 purchases of TLT, at an average price of $126.39, for a total of 161,292.00 shares. In addition, there have been 6 sales at an average price of $111.92 for 122,511.00 shares. Based on historical transaction data and TLT's current price of $86.10, Latitude Advisors, LLC's estimated gain on his TLT holdings is $-3.34 Mil, reflecting a -16.36% gain to date.

Latitude Advisors, LLC TLT ($86.10) Holding Chart

Latitude Advisors, LLC TLT ($86.10) 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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