Fullcircle Wealth LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Fullcircle Wealth LLC
- $252 Million
- Q3 2025
A detailed history of Fullcircle Wealth LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Fullcircle Wealth LLC holds 5,872 shares of SGOV stock, worth $590,312. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,872
Previous 5,862
0.17%
Holding current value
$590,312
Previous $590,000
0.17%
% of portfolio
0.23%
Previous 0.24%
Shares
4 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