Altus Wealth Group LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Altus Wealth Group LLC
- $221 Million
- Q4 2024
A detailed history of Altus Wealth Group LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Altus Wealth Group LLC holds 29,419 shares of SGOV stock, worth $2.95 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
29,419
Previous 26,575
10.7%
Holding current value
$2.95 Million
Previous $2.68 Million
10.28%
% of portfolio
1.34%
Previous 1.17%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
793Shares Held
113MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$525 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$425 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$325 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$306 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio