Capital Advisors Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 21,225 shares of SGOV stock, worth $2.14 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
21,225
Previous 9,270 128.96%
Holding current value
$2.14 Million
Previous $933,000 128.19%
% of portfolio
0.38%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$100.16 - $100.7 $1.2 Million - $1.2 Million
11,955 Added 128.96%
21,225 $2.13 Million
Q3 2024

Oct 15, 2024
BUY
$100.3 - $100.74 $441,821 - $443,759
4,405 Added 90.54%
9,270 $933,000
Q2 2024

Jul 16, 2024
BUY
$100.29 - $100.75 $487,910 - $490,148
4,865 New
4,865 $489,000

Others Institutions Holding SGOV

# of Institutions
744
Shares Held
101M
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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