TSA Wealth Managment LLC TLT Holdings History
Number of Shares
8,877.00
Current Holdings Value*
$808,070.00
% of Portfolio
0.32%
Total Estimate Gain
$-5,969.29
% of Total Estimate Gain
-0.10%
TSA Wealth Managment LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, TSA Wealth Managment LLC held 8,877.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $808,070.00. This investment constitutes 0.32% of their stock portfolio, and TSA Wealth Managment LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $90.83 for 60,651.00 shares. Based on historical transaction data and TLT's current price of $86.49, TSA Wealth Managment LLC's estimated gain on his TLT holdings is $-5,969.29, reflecting a -0.10% gain to date.
TSA Wealth Managment LLC TLT ($86.49) Holding Chart
TSA Wealth Managment LLC TLT ($86.49) 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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