Org Wealth Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Org Wealth Partners, LLC holds 882 shares of SGOV stock, worth $88,729. This represents 0.06% of its overall portfolio holdings.
Number of Shares
882
Previous 35,222
97.5%
Holding current value
$88,729
Previous $3.55 Billion
100.0%
% of portfolio
0.06%
Previous 1.18%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
791Shares Held
113MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$526 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$325 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$307 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio