Summit Financial Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 4,277 shares of SGOV stock, worth $428,940. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,277
Previous 4,277 -0.0%
Holding current value
$428,940
Previous $430,000 -0.0%
% of portfolio
0.09%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$100.29 - $100.71 $42,121 - $42,298
-420 Reduced 8.94%
4,277 $430,000
Q3 2023

Nov 13, 2023
BUY
$100.2 - $100.67 $470,639 - $472,846
4,697 New
4,697 $472,000

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
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