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

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 2,004 shares of SGOV stock, worth $201,462. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,004
Previous 2,004 -0.0%
Holding current value
$201,462
Previous $202 Million 0.01%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$100.35 - $100.71 $18,966 - $19,034
-189 Reduced 8.62%
2,004 $202 Million
Q1 2025

May 06, 2025
SELL
$100.34 - $100.68 $24,984 - $25,069
-249 Reduced 10.2%
2,193 $221 Million
Q4 2024

Jan 27, 2025
BUY
$100.16 - $100.7 $43,870 - $44,106
438 Added 21.86%
2,442 $245 Million
Q3 2024

Oct 28, 2024
BUY
$100.3 - $100.74 $201,001 - $201,882
2,004 New
2,004 $202 Million
Q4 2023

Sep 11, 2024
BUY
$100.05 - $100.73 $281,140 - $283,051
2,810 New
2,810 $282 Million

Others Institutions Holding SGOV

# of Institutions
1,067
Shares Held
180M
Call Options Held
110K
Put Options Held
9.8K
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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