A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 19,682 shares of SGOV stock, worth $1.98 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
19,682
Previous 6,580 199.12%
Holding current value
$1.98 Million
Previous $662,000 199.4%
% of portfolio
0.09%
Previous 0.03%

Shares

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

Oct 30, 2024

BUY
$100.3 - $100.74 $1.31 Million - $1.32 Million
13,102 Added 199.12%
19,682 $1.98 Million
Q2 2024

Aug 06, 2024

BUY
$100.29 - $100.75 $401 - $403
4 Added 0.06%
6,580 $662,000
Q2 2023

Aug 03, 2023

SELL
$100.18 - $100.63 $125,124 - $125,686
-1,249 Reduced 15.96%
6,576 $661,000
Q4 2022

Feb 06, 2023

BUY
$99.97 - $100.37 $348,195 - $349,588
3,483 Added 80.22%
7,825 $783,000
Q3 2022

Nov 03, 2022

BUY
$100.03 - $100.27 $434,330 - $435,372
4,342 New
4,342 $435,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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