Leo Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Leo Wealth, LLC

$1.12 Trillion
Q4 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Leo Wealth, LLC holds 2,070 shares of SGOV stock, worth $208,407. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,070

Holding current value

$208,407

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$100.16 - $100.7 $207,331 - $208,449	2,070 New	2,070 $208 Million

Others Institutions Holding SGOV

# of Institutions

745

Shares Held

101M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.99M
Shares

$503 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.39M
Shares

$342 Million
0.03% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

3.05M
Shares

$307 Million
0.65% of portfolio
Lpl Financial LLC Fort Mill, SC

3.03M
Shares

$305 Million
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

1.9M
Shares

$191 Million
0.12% of portfolio

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

More about SGOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Account