Connectus Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Connectus Wealth, LLC
- $4.37 Billion
- Q1 2024
A detailed history of Connectus Wealth, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Connectus Wealth, LLC holds 107,610 shares of SGOV stock, worth $10.8 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
107,610
Previous 274,382
60.78%
Holding current value
$10.8 Million
Previous $27.5 Million
60.61%
% of portfolio
0.25%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
793Shares Held
113MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$526 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$326 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$307 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio