Legacy Advisory Services, LLC SGOV Holdings History
Number of Shares
57,025.00
Current Holdings Value*
$5.74 Mil
% of Portfolio
4.85%
Total Estimate Gain
$-3,991.75
% of Total Estimate Gain
-0.07%
Legacy Advisory Services, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Legacy Advisory Services, LLC held 57,025.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $5.74 Mil. This investment constitutes 4.85% of their stock portfolio, and Legacy Advisory Services, LLC now holds 0.01% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and SGOV's current price of $100.44, Legacy Advisory Services, LLC's estimated gain on his SGOV holdings is $-3,991.75, reflecting a -0.07% gain to date.
Legacy Advisory Services, LLC SGOV ($100.44) Holding Chart
Legacy Advisory Services, LLC SGOV ($100.44) 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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