Deane Retirement Strategies, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Deane Retirement Strategies, Inc.
- $195 Million
- Q4 2024
A detailed history of Deane Retirement Strategies, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Deane Retirement Strategies, Inc. holds 95,356 shares of SGOV stock, worth $9.59 Million. This represents 4.91% of its overall portfolio holdings.
Number of Shares
95,356
Previous 121,117
21.27%
Holding current value
$9.59 Million
Previous $12.2 Million
21.58%
% of portfolio
4.91%
Previous 6.07%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
790Shares 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$325 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