Ever Source Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 8,001 shares of SGOV stock, worth $802,660. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,001
Previous 7,360 8.71%
Holding current value
$802,660
Previous $741,000 8.64%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jun 11, 2024
BUY
$100.29 - $100.71 $64,285 - $64,555
641 Added 8.71%
8,001 $805,000
Q4 2023

Feb 09, 2024
BUY
$100.05 - $100.73 $736,368 - $741,372
7,360 New
7,360 $737,000
Q2 2023

Aug 04, 2023
BUY
$100.18 - $100.63 $28,250 - $28,377
282 New
282 $28,000

Others Institutions Holding SGOV

# of Institutions
600
Shares Held
79.5M
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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