A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 2,992 shares of SGOV stock, worth $300,725. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,992
Previous 2,561 16.83%
Holding current value
$300,725
Previous $257,000 17.12%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 16, 2024

BUY
$100.3 - $100.74 $43,229 - $43,418
431 Added 16.83%
2,992 $301,000
Q2 2024

Jul 19, 2024

BUY
$100.29 - $100.75 $4,011 - $4,030
40 Added 1.59%
2,561 $257,000
Q1 2024

Apr 18, 2024

BUY
$100.29 - $100.71 $1,905 - $1,913
19 Added 0.76%
2,521 $253,000
Q4 2023

Jan 18, 2024

BUY
$100.05 - $100.73 $250,325 - $252,026
2,502 New
2,502 $250,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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