Atlantic Private Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Atlantic Private Wealth, LLC

  • $144 Million
  • Q3 2025

A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 68,891 shares of SGOV stock, worth $6.93 Million. This represents 4.8% of its overall portfolio holdings.

Number of Shares
68,891
Previous 63,440 8.59%
Holding current value
$6.93 Million
Previous $6.39 Million 8.61%
% of portfolio
4.8%
Previous 4.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$100.37 - $100.74 $547,116 - $549,133
5,451 Added 8.59%
68,891 $6.94 Million
Q2 2025

Aug 11, 2025
BUY
$100.35 - $100.71 $6.37 Million - $6.39 Million
63,440 New
63,440 $6.39 Million
Q4 2023

Feb 09, 2024
SELL
$100.05 - $100.73 $1.71 Million - $1.72 Million
-17,097 Reduced 51.83%
15,892 $1.59 Million
Q3 2023

Nov 09, 2023
BUY
$100.2 - $100.67 $3.31 Million - $3.32 Million
32,989 New
32,989 $3.32 Million

Others Institutions Holding SGOV

# of Institutions
1,067
Shares Held
180M
Call Options Held
110K
Put Options Held
9.8K
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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