Waterfront Wealth Inc. Ishares Trishares 0 3 Mnth Tre Transaction History

Waterfront Wealth Inc.

  • $359 Million
  • Q1 2024

A detailed history of Waterfront Wealth Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Waterfront Wealth Inc. holds 60,419 shares of SGOV stock, worth $6.06 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
60,419
Previous 68,775 12.15%
Holding current value
$6.06 Million
Previous $6.9 Million 11.77%
% of portfolio
1.69%
Previous 2.1%

Shares

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

May 13, 2024
SELL
$100.29 - $100.71 $838,023 - $841,532
-8,356 Reduced 12.15%
60,419 $6.08 Million
Q4 2023

Jan 31, 2024
SELL
$100.05 - $100.73 $2.05 Million - $2.06 Million
-20,474 Reduced 22.94%
68,775 $6.9 Million
Q3 2023

Nov 09, 2023
BUY
$100.2 - $100.67 $3.64 Million - $3.66 Million
36,308 Added 68.58%
89,249 $8.98 Million
Q2 2023

Jul 28, 2023
BUY
$100.18 - $100.63 $5.3 Million - $5.33 Million
52,941 New
52,941 $5.33 Million

Others Institutions Holding SGOV

# of Institutions
600
Shares Held
79.5M
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
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