Legacy Capital Wealth Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Legacy Capital Wealth Partners, LLC

  • $437 Million
  • Q1 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 10,670 shares of SGOV stock, worth $1.07 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
10,670
Holding current value
$1.07 Million
% of portfolio
0.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$100.34 - $100.68 $1.07 Million - $1.07 Million
10,670 New
10,670 $1.07 Million
Q3 2024

Nov 04, 2024
BUY
$100.3 - $100.74 $554,759 - $557,192
5,531 Added 90.01%
11,676 $1.18 Million
Q2 2024

Aug 01, 2024
BUY
$100.29 - $100.75 $616,282 - $619,108
6,145 New
6,145 $618,000
Q4 2023

Feb 05, 2024
SELL
$100.05 - $100.73 $137,668 - $138,604
-1,376 Reduced 8.06%
15,694 $1.57 Million
Q3 2023

Oct 16, 2023
BUY
$100.2 - $100.67 $1.71 Million - $1.72 Million
17,070 New
17,070 $1.72 Million

Others Institutions Holding SGOV

# of Institutions
905
Shares Held
153M
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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