Planned Solutions, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Planned Solutions, Inc.
- $231 Million
- Q1 2025
A detailed history of Planned Solutions, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Planned Solutions, Inc. holds 58,458 shares of SGOV stock, worth $5.88 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
58,458
Previous 48,202
21.28%
Holding current value
$5.88 Million
Previous $4.84 Million
21.7%
% of portfolio
2.55%
Previous 2.1%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
813Shares Held
116MCall 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$325 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