Talisman Wealth Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 36,571 shares of SGOV stock, worth $3.67 Million. This represents 4.27% of its overall portfolio holdings.
Number of Shares
36,571
Previous 25,064
45.91%
Holding current value
$3.67 Million
Previous $2.52 Million
45.92%
% of portfolio
4.27%
Previous 3.18%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
657Shares Held
89.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.4MShares$442 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.07MShares$409 Million0.69% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$377 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$291 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY1.89MShares$189 Million0.02% of portfolio