Leo Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Leo Wealth, LLC

$771 Billion
Q3 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Leo Wealth, LLC holds 5,658 shares of SGOV stock, worth $568,798. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,658

Holding current value

$568,798

% of portfolio

0.07%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$100.37 - $100.74 $567,893 - $569,986	5,658 New	5,658 $570 Million
Q4 2024 Jan 27, 2025	BUY	$100.16 - $100.7 $207,331 - $208,449	2,070 New	2,070 $208 Million

Others Institutions Holding SGOV

# of Institutions

1,066

Shares Held

180M

Call Options Held

110K

Put Options Held

9.8K

Bank Of America Corp Charlotte, NC

9.88M
Shares

$994 Million
0.07% of portfolio
Potomac Fund Management Inc /Adv Miami, FL

9.35M
Shares

$940 Million
39.88% of portfolio
Morgan Stanley New York, NY

8.25M
Shares

$830 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

7.9M
Shares

$794 Million
0.25% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.62M
Shares

$263 Million
0.09% of portfolio

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

More about SGOV

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