Luminvest Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Luminvest Wealth Management LLC

  • $279 Billion
  • Q2 2025

A detailed history of Luminvest Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 4,112 shares of SGOV stock, worth $413,420. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,112
Previous 3,572 15.12%
Holding current value
$413,420
Previous $360 Million 15.1%
% of portfolio
0.15%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$100.35 - $100.71 $54,189 - $54,383
540 Added 15.12%
4,112 $414 Million
Q1 2025

Apr 30, 2025
BUY
$100.34 - $100.68 $358,414 - $359,628
3,572 New
3,572 $360 Million

Others Institutions Holding SGOV

# of Institutions
1,011
Shares Held
205M
Call Options Held
3.1K
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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