Life Goal Wealth Advisors Ishares Trishares 0 3 Mnth Tre Transaction History
Life Goal Wealth Advisors
- $150 Billion
- Q4 2025
A detailed history of Life Goal Wealth Advisors transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Life Goal Wealth Advisors holds 9,626 shares of SGOV stock, worth $967,701. This represents 0.64% of its overall portfolio holdings.
Number of Shares
9,626
Previous 27,031
64.39%
Holding current value
$967,701
Previous $2.62 Billion
63.14%
% of portfolio
0.64%
Previous 2.18%
Shares
4 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
-
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