Org Wealth Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025

A detailed history of Org Wealth Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Org Wealth Partners, LLC holds 44,319 shares of SGOV stock, worth $4.46 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
44,319
Previous 882 4924.83%
Holding current value
$4.46 Million
Previous $88,000 4969.32%
% of portfolio
2.02%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$100.34 - $100.68 $4.36 Million - $4.37 Million
43,437 Added 4924.83%
44,319 $4.46 Million
Q4 2024

Jan 10, 2025
SELL
$100.16 - $100.7 $3.44 Million - $3.46 Million
-34,340 Reduced 97.5%
882 $88,000
Q3 2024

Oct 11, 2024
BUY
$100.3 - $100.74 $3.53 Million - $3.55 Million
35,222 New
35,222 $3.55 Billion

Others Institutions Holding SGOV

# of Institutions
844
Shares Held
119M
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 Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, 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 Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email