Secure Asset Management, LLC Ishares Tr Transaction History

Secure Asset Management, LLC

  • $477 Million
  • Q1 2025

A detailed history of Secure Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Secure Asset Management, LLC holds 1,897 shares of SHV stock, worth $209,523. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,897
Previous 2,101 9.71%
Holding current value
$209,523
Previous $231,000 9.52%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$110.11 - $110.51 $22,462 - $22,544
-204 Reduced 9.71%
1,897 $209,000
Q4 2024

Jan 17, 2025
BUY
$109.92 - $110.57 $230,941 - $232,307
2,101 New
2,101 $231,000

Others Institutions Holding SHV

# of Institutions
780
Shares Held
95.7M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

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

Track Secure Asset Management, LLC Portfolio

Follow Secure Asset Management, 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 Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email