Crown Wealth Group, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Crown Wealth Group, LLC

  • $211 Million
  • Q3 2024

A detailed history of Crown Wealth Group, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Crown Wealth Group, LLC holds 19,666 shares of SGOV stock, worth $1.97 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
19,666
Previous 12,063 63.03%
Holding current value
$1.97 Million
Previous $1.21 Million 63.1%
% of portfolio
0.94%
Previous 0.63%

Shares

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

Nov 13, 2024
BUY
$100.3 - $100.74 $762,580 - $765,926
7,603 Added 63.03%
19,666 $1.98 Million
Q2 2024

Jul 26, 2024
BUY
$100.29 - $100.75 $1.21 Million - $1.22 Million
12,063 New
12,063 $1.21 Million

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
Track This Portfolio

Track Crown Wealth Group, LLC Portfolio

Follow Crown Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crown Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crown Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email