Atlas Private Wealth Advisors SGOV Holdings History
Atlas Private Wealth Advisors's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Atlas Private Wealth Advisors held 211,014.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $21.24 Mil. This investment constitutes 2.98% of their stock portfolio, and Atlas Private Wealth Advisors now holds 0.05% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2023Q1. And since then Atlas Private Wealth Advisors has made 4 purchases of SGOV, at an average price of $100.31, for a total of 285,620.00 shares. In addition, there have been 1 sales at an average price of $100.42 for 74,606.00 shares. Based on historical transaction data and SGOV's current price of $100.52, Atlas Private Wealth Advisors's estimated gain on his SGOV holdings is $53,309.34, reflecting a 0.19% gain to date.
Atlas Private Wealth Advisors SGOV ($100.52) Holding Chart
Atlas Private Wealth Advisors SGOV ($100.52) 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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