Kingswood Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,203 shares of SGOV stock, worth $921,772. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,203
Previous 16,400 43.88%
Holding current value
$921,772
Previous $1.65 Billion 43.88%
% of portfolio
0.07%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$100.3 - $100.74 $721,859 - $725,025
-7,197 Reduced 43.88%
9,203 $927 Million
Q2 2024

Jul 09, 2024
BUY
$100.29 - $100.75 $671,943 - $675,025
6,700 Added 69.07%
16,400 $1.65 Billion
Q1 2024

Apr 15, 2024
BUY
$100.29 - $100.71 $50,947 - $51,160
508 Added 5.53%
9,700 $977 Million
Q4 2023

Jan 16, 2024
BUY
$100.05 - $100.73 $699,549 - $704,304
6,992 Added 317.82%
9,192 $922 Million
Q3 2023

Oct 23, 2023
BUY
$100.2 - $100.67 $220,440 - $221,474
2,200 New
2,200 $221 Million

Others Institutions Holding SGOV

# of Institutions
709
Shares Held
91.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

SGOV Quotes by TradingView
  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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