Successful Portfolios LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Successful Portfolios LLC
- $149 Million
- Q4 2024
A detailed history of Successful Portfolios LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Successful Portfolios LLC holds 25,449 shares of SGOV stock, worth $2.56 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
25,449
Previous 21,243
19.8%
Holding current value
$2.56 Million
Previous $2.14 Million
19.35%
% of portfolio
1.71%
Previous 1.45%
Shares
6 transactions
Others Institutions Holding SGOV
# of Institutions
777Shares Held
108MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$501 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$425 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$341 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$306 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio