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

Concentric Wealth Management, LLC

  • $473 Million
  • Q3 2024

A detailed history of Concentric Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 5,870 shares of SGOV stock, worth $589,817. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,870
Previous 7,630 23.07%
Holding current value
$589,817
Previous $768,000 23.05%
% of portfolio
0.12%
Previous 0.2%

Shares

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

Nov 12, 2024
SELL
$100.3 - $100.74 $176,528 - $177,302
-1,760 Reduced 23.07%
5,870 $591,000
Q1 2024

May 08, 2024
SELL
$100.29 - $100.71 $14,040 - $14,099
-140 Reduced 1.8%
7,630 $768,000
Q4 2023

Feb 14, 2024
SELL
$100.05 - $100.73 $53,026 - $53,386
-530 Reduced 6.39%
7,770 $779,000
Q3 2023

Nov 08, 2023
BUY
$100.2 - $100.67 $831,660 - $835,561
8,300 New
8,300 $835,000

Others Institutions Holding SGOV

# of Institutions
954
Shares Held
358M
Call Options Held
3.8K
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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