Avidian Wealth Solutions, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 23,792 shares of SGOV stock, worth $2.39 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

23,792

Previous 19,682 20.88%

Holding current value

$2.39 Million

Previous $1.98 Million 20.38%

% of portfolio

0.11%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$100.16 - $100.7 $411,657 - $413,877	4,110 Added 20.88%	23,792 $2.39 Million
Q3 2024 Oct 30, 2024	BUY	$100.3 - $100.74 $1.31 Million - $1.32 Million	13,102 Added 199.12%	19,682 $1.98 Million
Q2 2024 Aug 06, 2024	BUY	$100.29 - $100.75 $401 - $403	4 Added 0.06%	6,580 $662,000
Q2 2023 Aug 03, 2023	SELL	$100.18 - $100.63 $125,124 - $125,686	-1,249 Reduced 15.96%	6,576 $661,000
Q4 2022 Feb 06, 2023	BUY	$99.97 - $100.37 $348,195 - $349,588	3,483 Added 80.22%	7,825 $783,000
Q3 2022 Nov 03, 2022	BUY	$100.03 - $100.27 $434,330 - $435,372	4,342 New	4,342 $435,000

Others Institutions Holding SGOV

# of Institutions

793

Shares Held

113M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Avidian Wealth Solutions, LLC Ishares Trishares 0 3 Mnth Tre Transaction History