Van Weelden Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Van Weelden Wealth Management, LLC
- $122 Billion
- Q3 2025
A detailed history of Van Weelden Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Van Weelden Wealth Management, LLC holds 71,727 shares of SGOV stock, worth $7.21 Million. This represents 5.94% of its overall portfolio holdings.
Number of Shares
71,727
Previous 60,761
18.05%
Holding current value
$7.21 Million
Previous $6.12 Billion
18.08%
% of portfolio
5.94%
Previous 5.44%
Shares
4 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