Alterna Wealth Management, Inc Ishares Trishares 0 3 Mnth Tre Transaction History
Alterna Wealth Management, Inc
- $115 Million
- Q4 2024
A detailed history of Alterna Wealth Management, Inc transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 20,486 shares of SGOV stock, worth $2.06 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
20,486
Previous 16,663
22.94%
Holding current value
$2.06 Million
Previous $1.68 Million
22.47%
% of portfolio
1.78%
Previous 1.56%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
746Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$503 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$342 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$307 Million0.65% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$305 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$191 Million0.12% of portfolio