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

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

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 2,442 shares of SGOV stock, worth $245,860. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,442
Previous 2,004 21.86%
Holding current value
$245,860
Previous $202 Million 21.37%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
744
Shares Held
101M
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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