Clearstead Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Clearstead Advisors, LLC
- $7.4 Billion
- Q3 2025
A detailed history of Clearstead Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Clearstead Advisors, LLC holds 86,191 shares of SGOV stock, worth $8.66 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
86,191
Previous 84,514
1.98%
Holding current value
$8.66 Million
Previous $8.51 Million
2.0%
% of portfolio
0.12%
Previous 0.12%
Shares
12 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