Fermata Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Fermata Advisors, LLC

$439 Million
Q1 2024

A detailed history of Fermata Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Fermata Advisors, LLC holds 3,226 shares of SGOV stock, worth $323,858. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,226

Holding current value

$323,858

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 12, 2024	BUY	$100.29 - $100.71 $323,535 - $324,890	3,226 New	3,226 $324,000

Others Institutions Holding SGOV

# of Institutions

601

Shares Held

79.5M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.9M
Shares

$391 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.89M
Shares

$390 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

2.41M
Shares

$242 Million
0.13% of portfolio
Royal Bank Of Canada Toronto, A6

1.79M
Shares

$179 Million
0.04% of portfolio
Beaumont Financial Partners, LLC

1.74M
Shares

$175 Million
16.74% of portfolio

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Fermata Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History