Transform Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Transform Wealth, LLC

  • $1.31 Billion
  • Q2 2024

A detailed history of Transform Wealth, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Transform Wealth, LLC holds 3,450 shares of SGOV stock, worth $346,794. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,450
Holding current value
$346,794
% of portfolio
0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$100.29 - $100.75 $346,000 - $347,587
3,450 New
3,450 $347,000
Q3 2023

Oct 10, 2023
SELL
$100.2 - $100.67 $10.5 Million - $10.5 Million
-104,443 Reduced 94.42%
6,176 $621,000
Q2 2023

Jul 13, 2023
SELL
$100.18 - $100.63 $15.2 Million - $15.3 Million
-151,820 Reduced 57.85%
110,619 $11.1 Million
Q1 2023

Apr 14, 2023
BUY
$100.08 - $100.58 $26.3 Million - $26.4 Million
262,439 New
262,439 $26.4 Million

Others Institutions Holding SGOV

# of Institutions
657
Shares Held
89.6M
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 Transform Wealth, LLC Portfolio

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

News

Stay updated on Transform Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email