A detailed history of Williams Jones Wealth Management, Llc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 2,000 shares of SGOV stock, worth $200,580. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,000
Previous 2,000 -0.0%
Holding current value
$200,580
Previous $201,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$100.29 - $100.75 $200,580 - $201,500
2,000 New
2,000 $201,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


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

Track Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones Wealth Management, 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 Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.