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
1,021Shares Held
196MCall Options Held
3.1KPut Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC22.9MShares$2.3 Billion3.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.6MShares$1.06 Billion0.08% of portfolio
-
Morgan Stanley New York, NY8.4MShares$843 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.2MShares$723 Million0.26% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.72MShares$474 Million0.12% of portfolio