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

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,203 shares of SGOV stock, worth $924,993. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,203
Previous 16,400 43.88%
Holding current value
$924,993
Previous $1.65 Billion 43.88%
% of portfolio
0.07%
Previous 0.15%

Shares

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

Oct 21, 2024
SELL
$100.3 - $100.74 $721,859 - $725,025
-7,197 Reduced 43.88%
9,203 $927 Million
Q2 2024

Jul 09, 2024
BUY
$100.29 - $100.75 $671,943 - $675,025
6,700 Added 69.07%
16,400 $1.65 Billion
Q1 2024

Apr 15, 2024
BUY
$100.29 - $100.71 $50,947 - $51,160
508 Added 5.53%
9,700 $977 Million
Q4 2023

Jan 16, 2024
BUY
$100.05 - $100.73 $699,549 - $704,304
6,992 Added 317.82%
9,192 $922 Million
Q3 2023

Oct 23, 2023
BUY
$100.2 - $100.67 $220,440 - $221,474
2,200 New
2,200 $221 Million

Others Institutions Holding SGOV

# of Institutions
706
Shares Held
91M
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 Kingswood Wealth Advisors, LLC Portfolio

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

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email