Wescott Financial Advisory Group, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 4,617 shares of SGOV stock, worth $462,438. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,617
Previous 4,559 1.27%
Holding current value
$462,438
Previous $459,000 1.31%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 12, 2024
BUY
$100.3 - $100.74 $5,817 - $5,842
58 Added 1.27%
4,617 $465,000
Q2 2024

Aug 14, 2024
BUY
$100.29 - $100.75 $155,148 - $155,860
1,547 Added 51.36%
4,559 $459,000
Q1 2024

May 13, 2024
BUY
$100.29 - $100.71 $302,073 - $303,338
3,012 New
3,012 $303,000

Others Institutions Holding SGOV

# of Institutions
709
Shares Held
91.6M
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
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