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

Fermata Advisors, LLC

  • $484 Million
  • Q3 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 9,607 shares of SGOV stock, worth $963,966. This represents 0.2% of its overall portfolio holdings.

Number of Shares
9,607
Previous 219,929 95.63%
Holding current value
$963,966
Previous $22.1 Million 95.63%
% of portfolio
0.2%
Previous 5.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$100.3 - $100.74 $21.1 Million - $21.2 Million
-210,322 Reduced 95.63%
9,607 $967,000
Q2 2024

Jul 12, 2024
BUY
$100.29 - $100.75 $21.7 Million - $21.8 Million
216,703 Added 6717.39%
219,929 $22.1 Million
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
709
Shares Held
91.6M
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
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, 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 Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email