Mascoma Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Mascoma Wealth Management LLC
- $396 Million
- Q4 2024
A detailed history of Mascoma Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 91,626 shares of SGOV stock, worth $9.22 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
91,626
Previous 92,035
0.44%
Holding current value
$9.22 Million
Previous $9.27 Million
0.84%
% of portfolio
2.32%
Previous 2.32%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
793Shares Held
113MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$526 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$326 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$307 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio