Meredith Wealth Planning Ishares Trishares 0 3 Mnth Tre Transaction History
Meredith Wealth Planning
- $336 Billion
- Q4 2025
A detailed history of Meredith Wealth Planning transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Meredith Wealth Planning holds 7,815 shares of SGOV stock, worth $785,641. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,815
Previous 14,853
47.38%
Holding current value
$785,641
Previous $1.5 Billion
47.56%
% of portfolio
0.23%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
1,085Shares 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
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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