A detailed history of Planned Solutions, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Planned Solutions, Inc. holds 58,458 shares of SGOV stock, worth $5.88 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares
58,458
Previous 48,202 21.28%
Holding current value
$5.88 Million
Previous $4.84 Million 21.7%
% of portfolio
2.55%
Previous 2.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025

BUY
$100.34 - $100.68 $1.03 Million - $1.03 Million
10,256 Added 21.28%
58,458 $5.88 Million
Q4 2024

Jan 16, 2025

BUY
$100.16 - $100.7 $4.23 Million - $4.25 Million
42,241 Added 708.62%
48,202 $4.84 Million
Q3 2024

Oct 08, 2024

BUY
$100.3 - $100.74 $597,888 - $600,511
5,961 New
5,961 $600,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
Track This Portfolio

Track Planned Solutions, Inc. Portfolio

Follow Planned Solutions, Inc. 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 Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.