Aj Wealth Strategies, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 1,323,537 shares of SGOV stock, worth $133 Million. This represents 6.44% of its overall portfolio holdings.
Number of Shares
1,323,537
Previous 1,033,914
28.01%
Holding current value
$133 Million
Previous $104 Million
28.08%
% of portfolio
6.44%
Previous 5.42%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
1,066Shares 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