Forza Wealth Management, LLC Ishares Tr Transaction History

Forza Wealth Management, LLC

  • $219 Billion
  • Q4 2024

A detailed history of Forza Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Forza Wealth Management, LLC holds 8,802 shares of SHV stock, worth $970,684. This represents 0.44% of its overall portfolio holdings.

Number of Shares
8,802
Previous 8,802 -0.0%
Holding current value
$970,684
Previous $974 Million 0.47%
% of portfolio
0.44%
Previous 0.45%

Shares

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

Oct 28, 2024
BUY
$110.05 - $110.63 $55,025 - $55,315
500 Added 6.02%
8,802 $974 Million
Q4 2023

Jan 24, 2024
SELL
$109.86 - $110.59 $153,804 - $154,826
-1,400 Reduced 14.43%
8,302 $914 Million
Q4 2022

Feb 06, 2023
BUY
$109.74 - $110.1 $1.06 Million - $1.07 Million
9,702 New
9,702 $1.07 Billion

Others Institutions Holding SHV

# of Institutions
730
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Forza Wealth Management, LLC Portfolio

Follow Forza Wealth Management, 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 Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forza Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email