San Luis Wealth Advisors LLC Ishares Tr Transaction History

San Luis Wealth Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of San Luis Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 32,561 shares of ITA stock, worth $4.8 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
32,561
Previous 31,497 3.38%
Holding current value
$4.8 Million
Previous $4.16 Million 17.14%
% of portfolio
1.01%
Previous 1.0%

Shares

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

Oct 09, 2024
BUY
$131.58 - $149.64 $140,001 - $159,216
1,064 Added 3.38%
32,561 $4.87 Million
Q2 2024

Jul 12, 2024
BUY
$127.05 - $137.39 $4 Million - $4.33 Million
31,497 New
31,497 $4.16 Million
Q2 2023

Aug 02, 2023
BUY
$108.66 - $117.41 $2.02 Million - $2.19 Million
18,631 New
18,631 $2.17 Million

Others Institutions Holding ITA

# of Institutions
663
Shares Held
24.1M
Call Options Held
169K
Put Options Held
180K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track San Luis Wealth Advisors LLC Portfolio

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

News

Stay updated on San Luis Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email