Wealth Enhancement Advisory Services, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 683,003 shares of SGOV stock, worth $68.6 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

683,003

Previous 496,811 37.48%

Holding current value

$68.6 Million

Previous $50 Million 37.49%

% of portfolio

0.15%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$100.3 - $100.74 $18.7 Million - $18.8 Million	186,192 Added 37.48%	683,003 $68.8 Million
Q2 2024 Jul 16, 2024	BUY	$100.29 - $100.75 $10.9 Million - $11 Million	108,899 Added 28.07%	496,811 $50 Million
Q1 2024 Apr 15, 2024	SELL	$100.29 - $100.71 $890,575 - $894,304	-8,880 Reduced 2.24%	387,912 $39.1 Million
Q4 2023 Jan 30, 2024	SELL	$100.05 - $100.73 $1.05 Million - $1.06 Million	-10,513 Reduced 2.58%	396,792 $39.8 Million
Q3 2023 Nov 13, 2023	BUY	$100.2 - $100.67 $40.8 Million - $41 Million	407,305 New	407,305 $41 Million

Others Institutions Holding SGOV

# of Institutions

709

Shares Held

91.6M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Wealth Enhancement Advisory Services, LLC Ishares Trishares 0 3 Mnth Tre Transaction History