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 26,927 shares of SHV stock, worth $2.97 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
26,927
Previous 45,938 41.38%
Holding current value
$2.97 Million
Previous $5.08 Million 41.31%
% of portfolio
0.62%
Previous 1.22%

Shares

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

Oct 09, 2024
SELL
$110.05 - $110.63 $2.09 Million - $2.1 Million
-19,011 Reduced 41.38%
26,927 $2.98 Million
Q2 2024

Jul 12, 2024
BUY
$110.04 - $110.51 $5.06 Million - $5.08 Million
45,938 New
45,938 $5.08 Million

Others Institutions Holding SHV

# of Institutions
722
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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