Capital Advisors Wealth Management, LLC SGOV Holdings History
Capital Advisors Wealth Management, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Capital Advisors Wealth Management, LLC held 50,644.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $5.10 Mil. This investment constitutes 0.9% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 0.01% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2024Q2. And since then Capital Advisors Wealth Management, LLC has made 4 purchases of SGOV, at an average price of $100.50, for a total of 50,644.00 shares. Based on historical transaction data and SGOV's current price of $100.62, Capital Advisors Wealth Management, LLC's estimated gain on his SGOV holdings is $6,151.39, reflecting a 0.12% gain to date.
Capital Advisors Wealth Management, LLC SGOV ($100.62) Holding Chart
Capital Advisors Wealth Management, LLC SGOV ($100.62) 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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