Strait & Sound Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Strait & Sound Wealth Management LLC
- $216 Billion
- Q4 2024
A detailed history of Strait & Sound Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 124,473 shares of SGOV stock, worth $12.5 Million. This represents 5.79% of its overall portfolio holdings.
Number of Shares
124,473
Previous 136,628
8.9%
Holding current value
$12.5 Million
Previous $13.8 Billion
9.26%
% of portfolio
5.79%
Previous 6.69%
Shares
5 transactions
Others Institutions Holding SGOV
# of Institutions
789Shares 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$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