Bull Oak Capital, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Bull Oak Capital, LLC
- $231 Million
- Q3 2025
A detailed history of Bull Oak Capital, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Bull Oak Capital, LLC holds 83,184 shares of SGOV stock, worth $8.36 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
83,184
Previous 97,555
14.73%
Holding current value
$8.36 Million
Previous $9.82 Million
14.72%
% of portfolio
3.63%
Previous 4.56%
Shares
2 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