Napa Wealth Management Ishares Trishares 0 3 Mnth Tre Transaction History

Napa Wealth Management

$178 Billion
Q1 2025

A detailed history of Napa Wealth Management transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Napa Wealth Management holds 4,973 shares of SGOV stock, worth $500,234. This represents 0.28% of its overall portfolio holdings.

Number of Shares

4,973

Holding current value

$500,234

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$100.34 - $100.68 $498,990 - $500,681	4,973 New	4,973 $501 Million

Others Institutions Holding SGOV

# of Institutions

905

Shares Held

152M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

10.2M
Shares

$1.03 Billion
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.49M
Shares

$652 Million
0.18% of portfolio
Morgan Stanley New York, NY

6.29M
Shares

$633 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

5.94M
Shares

$598 Million
0.24% of portfolio
Cibc Private Wealth Group, LLC

3.31M
Shares

$333 Million
0.65% of portfolio

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

More about SGOV

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Napa Wealth Management Ishares Trishares 0 3 Mnth Tre Transaction History