A detailed history of Mn Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 5,079 shares of SGOV stock, worth $509,880. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,079
Previous 4,389 15.72%
Holding current value
$509,880
Previous $440 Million 16.23%
% of portfolio
0.32%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$100.29 - $100.71 $69,200 - $69,489
690 Added 15.72%
5,079 $512 Million
Q4 2023

Feb 12, 2024

BUY
$100.05 - $100.73 $439,119 - $442,103
4,389 New
4,389 $440 Million

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
Track This Portfolio

Track Mn Wealth Advisors, LLC Portfolio

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

News

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