Discipline Wealth Solutions, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Discipline Wealth Solutions, LLC
- $182 Million
- Q3 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 9,472 shares of SGOV stock, worth $949,946. This represents 0.52% of its overall portfolio holdings.
Number of Shares
9,472Holding current value
$949,946% of portfolio
0.52%Shares
1 transactions
Others Institutions Holding SGOV
# of Institutions
709Shares Held
91.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$501 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC3.39MShares$340 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC3.03MShares$303 Million0.14% of portfolio
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Raymond James & Associates St Petersburg, FL1.9MShares$190 Million0.12% of portfolio
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Partners Capital Investment Group, LLP Boston, MA1.83MShares$183 Million3.13% of portfolio