Talisman Wealth Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Talisman Wealth Advisors LLC

  • $79.3 Million
  • Q1 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 25,064 shares of SGOV stock, worth $2.52 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares
25,064
Previous 12,538 99.9%
Holding current value
$2.52 Million
Previous $1.26 Million 100.8%
% of portfolio
3.18%
Previous 1.88%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$100.29 - $100.71 $1.26 Million - $1.26 Million
12,526 Added 99.9%
25,064 $2.52 Million
Q4 2023

Feb 13, 2024
BUY
$100.05 - $100.73 $1.02 Million - $1.03 Million
10,194 Added 434.9%
12,538 $1.26 Million
Q3 2023

Nov 13, 2023
BUY
$100.2 - $100.67 $234,868 - $235,970
2,344 New
2,344 $235,000

Others Institutions Holding SGOV

# of Institutions
627
Shares Held
78.6M
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
Track This Portfolio

Track Talisman Wealth Advisors LLC Portfolio

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

News

Stay updated on Talisman Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email