Diversify Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,933 shares of SGOV stock, worth $294,502. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,933
Previous 2,607 12.5%
Holding current value
$294,502
Previous $262 Million 12.35%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$100.16 - $100.7 $32,652 - $32,828
326 Added 12.5%
2,933 $295 Million
Q3 2024

Oct 25, 2024
BUY
$100.3 - $100.74 $39,317 - $39,490
392 Added 17.7%
2,607 $262 Million
Q2 2024

Aug 08, 2024
BUY
$100.29 - $100.75 $222,142 - $223,161
2,215 New
2,215 $222 Million

Others Institutions Holding SGOV

# of Institutions
759
Shares Held
104M
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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email