Optivise Advisory Services LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Optivise Advisory Services LLC holds 5,791 shares of SGOV stock, worth $582,864. This represents 0.31% of its overall portfolio holdings.
Number of Shares
5,791
Previous 5,763
0.49%
Holding current value
$582,864
Previous $580 Million
0.09%
% of portfolio
0.31%
Previous 0.31%
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