Vest Gen Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 110,709 shares of SGOV stock, worth $11.1 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
110,709
Previous 114,726
3.5%
Holding current value
$11.1 Million
Previous $11.6 Billion
3.49%
% of portfolio
0.37%
Previous 0.46%
Shares
3 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