Successful Portfolios LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Successful Portfolios LLC
- $170 Million
- Q3 2025
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 24,719 shares of SGOV stock, worth $2.49 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
24,719
Previous 24,983
1.06%
Holding current value
$2.49 Million
Previous $2.52 Million
1.03%
% of portfolio
1.47%
Previous 1.56%
Shares
9 transactions
Others Institutions Holding SGOV
# of Institutions
1,066Shares Held
180MCall 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
-
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