Sax Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 5,834 shares of SGOV stock, worth $587,367. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,834
Previous 6,991 16.55%
Holding current value
$587,367
Previous $704,000 16.9%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$100.16 - $100.7 $115,885 - $116,509
-1,157 Reduced 16.55%
5,834 $585,000
Q3 2024

Oct 17, 2024
BUY
$100.3 - $100.74 $701,197 - $704,273
6,991 New
6,991 $704,000

Others Institutions Holding SGOV

# of Institutions
744
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

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