Vista Wealth Management Group, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Vista Wealth Management Group, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Vista Wealth Management Group, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 6,862 shares of SGOV stock, worth $689,836. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,862Holding current value
$689,836% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SGOV
# of Institutions
1,102Shares Held
182MCall Options Held
110KPut Options Held
9.8K-
Bank Of America Corp Charlotte, NC9.88MShares$994 Million0.07% of portfolio
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Potomac Fund Management Inc /Adv Miami, FL9.35MShares$940 Million39.88% of portfolio
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Morgan Stanley New York, NY8.25MShares$830 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC7.9MShares$794 Million0.25% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.62MShares$263 Million0.09% of portfolio