4 Wealth Advisors, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
4 Wealth Advisors, Inc.
- $112 Billion
- Q3 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 18,219 shares of SGOV stock, worth $1.83 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
18,219
Previous 18,957
3.89%
Holding current value
$1.83 Million
Previous $1.91 Billion
3.89%
% of portfolio
1.64%
Previous 1.94%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
1,066Shares Held
180MCall Options Held
110KPut Options Held
9.8K-
Bank Of America Corp Charlotte, NC9.88MShares$994 Million0.07% of portfolio
-
Potomac Fund Management Inc /Adv Miami, FL9.35MShares$940 Million39.88% of portfolio
-
Morgan Stanley New York, NY8.25MShares$830 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.9MShares$794 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.62MShares$263 Million0.09% of portfolio