Luminvest Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Luminvest Wealth Management LLC
- $307 Billion
- Q3 2025
A detailed history of Luminvest Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 12,626 shares of SGOV stock, worth $1.27 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
12,626
Previous 4,112
207.05%
Holding current value
$1.27 Million
Previous $414 Million
207.14%
% of portfolio
0.41%
Previous 0.15%
Shares
3 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