Diversify Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,607 shares of SGOV stock, worth $262,238. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,607
Previous 2,215
17.7%
Holding current value
$262,238
Previous $222 Million
17.97%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
710Shares Held
91.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$502 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$341 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$304 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$191 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA1.83MShares$184 Million3.13% of portfolio