Connectus Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Connectus Wealth, LLC

  • $4.37 Billion
  • Q1 2024

A detailed history of Connectus Wealth, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Connectus Wealth, LLC holds 107,610 shares of SGOV stock, worth $10.8 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
107,610
Previous 274,382 60.78%
Holding current value
$10.8 Million
Previous $27.5 Million 60.61%
% of portfolio
0.25%
Previous 0.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$100.29 - $100.71 $16.7 Million - $16.8 Million
-166,772 Reduced 60.78%
107,610 $10.8 Million
Q4 2023

Feb 14, 2024
BUY
$100.05 - $100.73 $6.83 Million - $6.88 Million
68,270 Added 33.12%
274,382 $27.5 Million
Q3 2023

Nov 13, 2023
BUY
$100.2 - $100.67 $20.7 Million - $20.7 Million
206,112 New
206,112 $20.7 Million

Others Institutions Holding SGOV

# of Institutions
707
Shares Held
91.1M
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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