Alpha Financial Partners, LLC SGOV Holdings History
Alpha Financial Partners, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Alpha Financial Partners, LLC held 16,986.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $1.71 Mil. This investment constitutes 1.37% of their stock portfolio, and Alpha Financial Partners, LLC now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2023Q1. And since then Alpha Financial Partners, LLC has made 6 purchases of SGOV, at an average price of $100.17, for a total of 38,816.00 shares. In addition, there have been 3 sales at an average price of $100.52 for 21,830.00 shares. Based on historical transaction data and SGOV's current price of $100.42, Alpha Financial Partners, LLC's estimated gain on his SGOV holdings is $11,693.11, reflecting a 0.30% gain to date.
Alpha Financial Partners, LLC SGOV ($100.42) Holding Chart
Alpha Financial Partners, LLC SGOV ($100.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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