U.S. Capital Wealth Advisors, LLC Ishares Tr Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.03 Billion
  • Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 2,322 shares of GVI stock, worth $241,743. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,322
Previous 2,322 -0.0%
Holding current value
$241,743
Previous $248,000 2.42%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 22, 2024
SELL
$103.17 - $107.43 $8,872 - $9,238
-86 Reduced 3.57%
2,322 $248,000
Q2 2024

Jul 11, 2024
BUY
$102.13 - $104.03 $37,175 - $37,866
364 Added 17.81%
2,408 $249,000
Q4 2023

Feb 06, 2024
SELL
$100.06 - $104.91 $7,104 - $7,448
-71 Reduced 3.36%
2,044 $214,000
Q3 2023

Oct 19, 2023
BUY
$101.01 - $103.51 $7,171 - $7,349
71 Added 3.47%
2,115 $214,000
Q2 2023

Aug 04, 2023
SELL
$102.83 - $105.23 $140,054 - $143,323
-1,362 Reduced 39.99%
2,044 $210,000
Q1 2023

May 11, 2023
SELL
$101.58 - $105.07 $692,064 - $715,841
-6,813 Reduced 66.67%
3,406 $355,000
Q3 2021

Nov 01, 2021
BUY
$115.05 - $117.23 $1.18 Million - $1.2 Million
10,219 New
10,219 $1.18 Million

Others Institutions Holding GVI

# of Institutions
298
Shares Held
28.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, 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 U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email