Polaris Wealth Advisory Group, LLC Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF Transaction History

Polaris Wealth Advisory Group, LLC

  • $1.3 Billion
  • Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 24,154 shares of XONE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,154
Previous 223,437 89.19%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023
SELL
N/A
-199,283 Reduced 89.19%
24,154 $0
Q2 2023

Aug 07, 2023
BUY
N/A
198,682 Added 802.59%
223,437 $0
Q1 2023

May 03, 2023
BUY
N/A
24,755 New
24,755 $0

Others Institutions Holding XONE

# of Institutions
101
Shares Held
10.4M
Call Options Held
0
Put Options Held
0
View Full List

About Bondbloxx Bloomberg One Year Target Duration US Treasury ETF

XONE Quotes by TradingView
  • Ticker XONE
  • Sector Industrial Goods
  • Industry Diversified Machinery
  • Shares Outstandng 22,216,500
  • Market Cap $597M
More about XONE
Track This Portfolio

Track Polaris Wealth Advisory Group, LLC Portfolio

Follow Polaris Wealth Advisory Group, 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 Polaris Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polaris Wealth Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email