Access Financial Services, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Access Financial Services, Inc.
- $175 Million
- Q2 2025
A detailed history of Access Financial Services, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Access Financial Services, Inc. holds 5,283 shares of SGOV stock, worth $531,152. This represents 0.3% of its overall portfolio holdings.
Number of Shares
5,283
Previous 4,271
23.69%
Holding current value
$531,152
Previous $429,000
23.78%
% of portfolio
0.3%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
987Shares Held
202MCall Options Held
3.8KPut 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
-
Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
-
Morgan Stanley New York, NY8.4MShares$844 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.2MShares$724 Million0.26% of portfolio