Cohalo Advisory LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Cohalo Advisory LLC

$1.17 Billion
Q4 2024

A detailed history of Cohalo Advisory LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Cohalo Advisory LLC holds 2,515 shares of SGOV stock, worth $253,009. This represents 21.59% of its overall portfolio holdings.

Number of Shares

2,515

Holding current value

$253,009

% of portfolio

21.59%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$100.16 - $100.7 $251,902 - $253,260	2,515 New	2,515 $252 Million

Others Institutions Holding SGOV

# of Institutions

791

Shares Held

113M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

5.23M
Shares

$526 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

4.24M
Shares

$426 Million
0.18% of portfolio
Bank Of America Corp Charlotte, NC

3.24M
Shares

$325 Million
0.03% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

3.05M
Shares

$307 Million
0.65% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.14M
Shares

$215 Million
0.08% of portfolio

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Cohalo Advisory LLC Ishares Trishares 0 3 Mnth Tre Transaction History