A detailed history of Consilium Wealth Advisory, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 2,558 shares of SGOV stock, worth $256,874. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,558
Previous 2,022 26.51%
Holding current value
$256,874
Previous $203,000 26.6%
% of portfolio
0.1%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

BUY
$100.37 - $100.74 $53,798 - $53,996
536 Added 26.51%
2,558 $257,000
Q2 2025

Jul 21, 2025

BUY
$100.35 - $100.71 $202,907 - $203,635
2,022 New
2,022 $203,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
Track This Portfolio

Track Consilium Wealth Advisory, LLC Portfolio

Follow Consilium Wealth Advisory, 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 Consilium Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Consilium Wealth Advisory, LLC with notifications on news.