4 J Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History
4 J Wealth Management LLC
- $107 Million
- Q2 2024
A detailed history of 4 J Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, 4 J Wealth Management LLC holds 2,725 shares of SGOV stock, worth $274,380. This represents 0.26% of its overall portfolio holdings.
Number of Shares
2,725
Previous 5,225
47.85%
Holding current value
$274,380
Previous $526,000
47.91%
% of portfolio
0.26%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
676Shares Held
91.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.4MShares$443 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.07MShares$410 Million0.69% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$378 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$291 Million0.15% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$191 Million0.12% of portfolio