Discipline Wealth Solutions, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Discipline Wealth Solutions, LLC

  • $198 Million
  • Q1 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 18,212 shares of SGOV stock, worth $1.83 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
18,212
Previous 14,720 23.72%
Holding current value
$1.83 Million
Previous $1.48 Million 24.19%
% of portfolio
0.92%
Previous 0.71%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$100.34 - $100.68 $350,387 - $351,574
3,492 Added 23.72%
18,212 $1.83 Million
Q4 2024

Feb 26, 2025
BUY
$100.16 - $100.7 $525,639 - $528,473
5,248 Added 55.41%
14,720 $1.48 Million
Q3 2024

Nov 19, 2024
BUY
$100.3 - $100.74 $950,041 - $954,209
9,472 New
9,472 $954,000

Others Institutions Holding SGOV

# of Institutions
838
Shares Held
114M
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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