Org Wealth Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Org Wealth Partners, LLC
- $301 Billion
- Q3 2024
A detailed history of Org Wealth Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Org Wealth Partners, LLC holds 35,222 shares of SGOV stock, worth $3.54 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
35,222Holding current value
$3.54 Million% of portfolio
1.18%Shares
1 transactions
Others Institutions Holding SGOV
# of Institutions
664Shares Held
89.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.4MShares$443 Million0.03% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX4.07MShares$409 Million0.69% of portfolio
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Bank Of America Corp Charlotte, NC3.76MShares$378 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC2.89MShares$291 Million0.15% of portfolio
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Jpmorgan Chase & CO New York, NY1.89MShares$189 Million0.02% of portfolio