Capital Planning LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Capital Planning LLC
- $329 Million
- Q3 2025
A detailed history of Capital Planning LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Capital Planning LLC holds 24,674 shares of SGOV stock, worth $2.48 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
24,674
Previous 30,917
20.19%
Holding current value
$2.48 Million
Previous $3.11 Million
20.21%
% of portfolio
0.76%
Previous 1.03%
Shares
5 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