Falcon Wealth Planning Ishares Trishares 0 3 Mnth Tre Transaction History
Falcon Wealth Planning
- $1 Billion
- Q3 2025
A detailed history of Falcon Wealth Planning transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Falcon Wealth Planning holds 1,988 shares of SGOV stock, worth $199,853. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,988
Previous 1,988
-0.0%
Holding current value
$199,853
Previous $200,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SGOV
# of Institutions
1,076Shares Held
181MCall 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