Lantz Financial LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Lantz Financial LLC

  • $356 Million
  • Q4 2024

A detailed history of Lantz Financial LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Lantz Financial LLC holds 13,380 shares of SGOV stock, worth $1.35 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
13,380
Previous 11,621 15.14%
Holding current value
$1.35 Million
Previous $1.17 Million 14.7%
% of portfolio
0.38%
Previous 0.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$100.16 - $100.7 $176,181 - $177,131
1,759 Added 15.14%
13,380 $1.34 Million
Q3 2024

Oct 15, 2024
SELL
$100.3 - $100.74 $330,588 - $332,039
-3,296 Reduced 22.1%
11,621 $1.17 Million
Q2 2024

Jul 10, 2024
BUY
$100.29 - $100.75 $588,702 - $591,402
5,870 Added 64.88%
14,917 $1.5 Million
Q1 2024

Apr 10, 2024
BUY
$100.29 - $100.71 $501,750 - $503,852
5,003 Added 123.71%
9,047 $911,000
Q4 2023

Jan 12, 2024
BUY
$100.05 - $100.73 $404,602 - $407,352
4,044 New
4,044 $405,000

Others Institutions Holding SGOV

# of Institutions
725
Shares Held
96.7M
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 Lantz Financial LLC Portfolio

Follow Lantz Financial 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 Lantz Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantz Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email