Silver Oak Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Silver Oak Wealth Management LLC
- $593 Billion
- Q3 2025
A detailed history of Silver Oak Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 2,831 shares of SGOV stock, worth $284,600. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,831
Previous 2,127
33.1%
Holding current value
$284,600
Previous $214 Million
33.11%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
1,071Shares Held
180MCall Options Held
110KPut Options Held
9.8K-
Bank Of America Corp Charlotte, NC9.88MShares$994 Million0.07% of portfolio
-
Potomac Fund Management Inc /Adv Miami, FL9.35MShares$940 Million39.88% of portfolio
-
Morgan Stanley New York, NY8.25MShares$830 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.9MShares$794 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.62MShares$263 Million0.09% of portfolio