4 Wealth Advisors, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
4 Wealth Advisors, Inc.
- $91.8 Billion
- Q1 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 18,850 shares of SGOV stock, worth $1.9 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
18,850
Previous 20,165
6.52%
Holding current value
$1.9 Million
Previous $2.02 Billion
6.2%
% of portfolio
2.07%
Previous 2.03%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
905Shares Held
152MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.2MShares$1.03 Billion0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.49MShares$652 Million0.18% of portfolio
-
Morgan Stanley New York, NY6.29MShares$633 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.94MShares$598 Million0.24% of portfolio
-
Cibc Private Wealth Group, LLC3.31MShares$333 Million0.65% of portfolio