Traphagen Investment Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Traphagen Investment Advisors LLC
- $764 Million
- Q1 2025
A detailed history of Traphagen Investment Advisors LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 228,880 shares of SGOV stock, worth $23 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
228,880
Previous 251,005
8.81%
Holding current value
$23 Million
Previous $25.2 Million
8.49%
% of portfolio
3.02%
Previous 2.89%
Shares
9 transactions
Others Institutions Holding SGOV
# of Institutions
806Shares 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