Vital Stone Financial, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Vital Stone Financial, LLC

  • $141 Million
  • Q3 2024

A detailed history of Vital Stone Financial, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Vital Stone Financial, LLC holds 147,422 shares of SGOV stock, worth $14.8 Million. This represents 10.51% of its overall portfolio holdings.

Number of Shares
147,422
Previous 154,202 4.4%
Holding current value
$14.8 Million
Previous $15.5 Million 4.39%
% of portfolio
10.51%
Previous 11.59%

Shares

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

Oct 11, 2024
SELL
$100.3 - $100.74 $680,034 - $683,017
-6,780 Reduced 4.4%
147,422 $14.8 Million
Q2 2024

Aug 07, 2024
SELL
$100.29 - $100.75 $825,787 - $829,575
-8,234 Reduced 5.07%
154,202 $15.5 Million
Q1 2024

May 06, 2024
SELL
$100.29 - $100.71 $4.86 Million - $4.88 Million
-48,483 Reduced 22.99%
162,436 $16.4 Million
Q4 2023

Feb 14, 2024
SELL
$100.05 - $100.73 $868,534 - $874,437
-8,681 Reduced 3.95%
210,919 $21.1 Million
Q3 2023

Nov 15, 2023
BUY
$100.2 - $100.67 $22 Million - $22.1 Million
219,600 New
219,600 $22.1 Million

Others Institutions Holding SGOV

# of Institutions
684
Shares Held
91.7M
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 Vital Stone Financial, LLC Portfolio

Follow Vital Stone Financial, 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 Vital Stone Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vital Stone Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email