Pacific Capital Wealth Advisors, Inc Ishares Trishares 0 3 Mnth Tre Transaction History
Pacific Capital Wealth Advisors, Inc
- $576 Million
- Q4 2025
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 99,788 shares of SGOV stock, worth $10 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
99,788
Previous 87,415
14.15%
Holding current value
$10 Million
Previous $8.8 Million
13.96%
% of portfolio
1.74%
Previous 1.52%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
1,099Shares Held
183MCall 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
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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