WealthTrust Asset Management, LLC TLT Holdings History
WealthTrust Asset Management, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, WealthTrust Asset Management, LLC held 17,573.00 shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling $1.60 Mil. This investment constitutes 1.19% of their stock portfolio, and WealthTrust Asset Management, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2023Q1. And since then WealthTrust Asset Management, LLC has made 3 purchases of TLT, at an average price of $96.06, for a total of 42,541.00 shares. In addition, there have been 2 sales at an average price of $98.67 for 24,968.00 shares. Based on historical transaction data and TLT's current price of $85.24, WealthTrust Asset Management, LLC's estimated gain on his TLT holdings is $-125,087.93, reflecting a -3.06% gain to date.
WealthTrust Asset Management, LLC TLT ($85.24) Holding Chart
WealthTrust Asset Management, LLC TLT ($85.24) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
