1858 Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
1858 Wealth Management, LLC
- $126 Billion
- Q4 2024
A detailed history of 1858 Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 3,036 shares of SGOV stock, worth $305,360. This represents 0.24% of its overall portfolio holdings.
Number of Shares
3,036
Previous 2,326
30.52%
Holding current value
$305,360
Previous $234 Million
30.01%
% of portfolio
0.24%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
789Shares Held
113MCall 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