Dynamic Wealth Strategies, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 17,683 shares of SGOV stock, worth $1.78 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
17,683
Previous 19,522 9.42%
Holding current value
$1.78 Million
Previous $1.96 Million 9.09%
% of portfolio
1.49%
Previous 1.75%

Shares

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

May 12, 2025
SELL
$100.34 - $100.68 $184,525 - $185,150
-1,839 Reduced 9.42%
17,683 $1.78 Million
Q4 2024

Feb 13, 2025
BUY
$100.16 - $100.7 $1.96 Million - $1.97 Million
19,522 New
19,522 $1.96 Million

Others Institutions Holding SGOV

# of Institutions
907
Shares Held
152M
Call Options Held
0
Put Options Held
51
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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