A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 7,220 shares of SGOV stock, worth $723,444. This represents 0.34% of its overall portfolio holdings.

Number of Shares
7,220
Previous 4,214 71.33%
Holding current value
$723,444
Previous $424 Million 71.35%
% of portfolio
0.34%
Previous 0.23%

Shares

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

Oct 23, 2024

BUY
$100.3 - $100.74 $301,501 - $302,824
3,006 Added 71.33%
7,220 $727 Million
Q2 2024

Aug 27, 2024

BUY
$100.29 - $100.75 $422,622 - $424,560
4,214 New
4,214 $424 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 New Wave Wealth Advisors LLC Portfolio

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

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.