Omnia Family Wealth, LLC SGOV Holdings History
Omnia Family Wealth, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, Omnia Family Wealth, LLC held 152,674.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $15.37 Mil. This investment constitutes 6.43% of their stock portfolio, and Omnia Family Wealth, LLC now holds 0.04% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2022Q2. And since then Omnia Family Wealth, LLC has made 4 purchases of SGOV, at an average price of $100.08, for a total of 433,749.00 shares. In addition, there have been 7 sales at an average price of $99.81 for 281,075.00 shares. Based on historical transaction data and SGOV's current price of $100.63, Omnia Family Wealth, LLC's estimated gain on his SGOV holdings is $10,110.23, reflecting a 0.02% gain to date.
Omnia Family Wealth, LLC SGOV ($100.63) Holding Chart
Omnia Family Wealth, LLC SGOV ($100.63) 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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