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

Capital Advisors Wealth Management, LLC

  • $538 Million
  • Q3 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 9,270 shares of SGOV stock, worth $930,151. This represents 0.17% of its overall portfolio holdings.

Number of Shares
9,270
Previous 4,865 90.54%
Holding current value
$930,151
Previous $489,000 90.8%
% of portfolio
0.17%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
709
Shares Held
91.9M
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
Track This Portfolio

Track Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email