Kellett Schaffner Wealth Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Kellett Schaffner Wealth Advisors LLC
- $146 Million
- Q4 2025
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 2,222 shares of SGOV stock, worth $223,377. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,222Holding current value
$223,377% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SGOV
# of Institutions
1,105Shares Held
182MCall Options Held
110KPut Options Held
9.8K-
Bank Of America Corp Charlotte, NC9.88MShares$994 Million0.07% of portfolio
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Potomac Fund Management Inc /Adv Miami, FL9.35MShares$940 Million39.88% of portfolio
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Morgan Stanley New York, NY8.25MShares$830 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC7.9MShares$794 Million0.25% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.62MShares$263 Million0.09% of portfolio