Michael A. Dubis Financial Planning, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Michael A. Dubis Financial Planning, LLC

  • $101 Million
  • Q1 2025

A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 142,686 shares of SGOV stock, worth $14.4 Million. This represents 14.19% of its overall portfolio holdings.

Number of Shares
142,686
Previous 144,008 0.92%
Holding current value
$14.4 Million
Previous $14.4 Million 0.57%
% of portfolio
14.19%
Previous 13.97%

Shares

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

Apr 14, 2025
SELL
$100.34 - $100.68 $132,649 - $133,098
-1,322 Reduced 0.92%
142,686 $14.4 Million
Q4 2024

Feb 12, 2025
BUY
$100.16 - $100.7 $14.4 Million - $14.5 Million
144,008 New
144,008 $14.4 Million

Others Institutions Holding SGOV

# of Institutions
907
Shares Held
152M
Call Options Held
0
Put Options Held
51
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 Michael A. Dubis Financial Planning, LLC Portfolio

Follow Michael A. Dubis Financial Planning, 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 Michael A. Dubis Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Michael A. Dubis Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email