Heritage Oak Wealth Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 7,220 shares of SGOV stock, worth $726,259. This represents 0.34% of its overall portfolio holdings.

Number of Shares
7,220
Previous 14,777 51.14%
Holding current value
$726,259
Previous $1.49 Billion 51.14%
% of portfolio
0.34%
Previous 0.75%

Shares

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

Oct 23, 2024
SELL
$100.3 - $100.74 $757,967 - $761,292
-7,557 Reduced 51.14%
7,220 $727 Million
Q2 2024

Aug 28, 2024
BUY
$100.29 - $100.75 $1.48 Million - $1.49 Million
14,777 New
14,777 $1.49 Billion

Others Institutions Holding SGOV

# of Institutions
708
Shares Held
91.1M
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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