Sonoma Private Wealth LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Sonoma Private Wealth LLC
- $61.6 Billion
- Q2 2024
A detailed history of Sonoma Private Wealth LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 7,726 shares of SGOV stock, worth $776,617. This represents 1.26% of its overall portfolio holdings.
Number of Shares
7,726
Previous 7,489
3.16%
Holding current value
$776,617
Previous $754 Million
3.17%
% of portfolio
1.26%
Previous 1.21%
Shares
5 transactions
Others Institutions Holding SGOV
# of Institutions
657Shares Held
89.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.4MShares$443 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.07MShares$409 Million0.69% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$378 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$291 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY1.89MShares$190 Million0.02% of portfolio