4 Wealth Advisors, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
4 Wealth Advisors, Inc.
- $98.4 Billion
- Q2 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 18,957 shares of SGOV stock, worth $1.9 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
18,957
Previous 18,850
0.57%
Holding current value
$1.9 Million
Previous $1.9 Billion
0.59%
% of portfolio
1.94%
Previous 2.07%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
955Shares Held
349MCall Options Held
3.8KPut Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX193MShares$19.4 Billion3.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$1.03 Billion0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.49MShares$651 Million0.18% of portfolio
-
Morgan Stanley New York, NY6.29MShares$632 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.94MShares$597 Million0.24% of portfolio