Alterna Wealth Management, Inc Ishares Trishares 0 3 Mnth Tre Transaction History

Alterna Wealth Management, Inc

  • $128 Million
  • Q1 2025

A detailed history of Alterna Wealth Management, Inc transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 44,650 shares of SGOV stock, worth $4.5 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares
44,650
Previous 20,486 117.95%
Holding current value
$4.5 Million
Previous $2.06 Million 118.69%
% of portfolio
3.51%
Previous 1.78%

Shares

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

Apr 28, 2025
BUY
$100.34 - $100.68 $2.42 Million - $2.43 Million
24,164 Added 117.95%
44,650 $4.49 Million
Q4 2024

Jan 24, 2025
BUY
$100.16 - $100.7 $382,911 - $384,976
3,823 Added 22.94%
20,486 $2.06 Million
Q3 2024

Oct 30, 2024
SELL
$100.3 - $100.74 $478,731 - $480,832
-4,773 Reduced 22.27%
16,663 $1.68 Million
Q2 2024

Jul 12, 2024
BUY
$100.29 - $100.75 $2.15 Million - $2.16 Million
21,436 New
21,436 $2.16 Million

Others Institutions Holding SGOV

# of Institutions
932
Shares Held
350M
Call Options Held
0
Put Options Held
51
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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