A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 2,014 shares of SGOV stock, worth $202,427. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,014
Previous 2,215 9.07%
Holding current value
$202,427
Previous $223,000 9.42%
% of portfolio
0.11%
Previous 0.14%

Shares

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

Oct 21, 2024

SELL
$100.3 - $100.74 $20,160 - $20,248
-201 Reduced 9.07%
2,014 $202,000
Q2 2024

Aug 02, 2024

BUY
$100.29 - $100.75 $222,142 - $223,161
2,215 New
2,215 $223,000
Q4 2023

Jan 23, 2024

BUY
$100.05 - $100.73 $224,112 - $225,635
2,240 New
2,240 $224,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
Track This Portfolio

Track Sightline Wealth Advisors, LLC Portfolio

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

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.