Accurate Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Accurate Wealth Management, LLC
- $352 Million
- Q1 2024
A detailed history of Accurate Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 61,748 shares of SGOV stock, worth $6.2 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
61,748Holding current value
$6.2 Million% of portfolio
1.77%Shares
5 transactions
Others Institutions Holding SGOV
# of Institutions
602Shares Held
79.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.9MShares$392 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC3.89MShares$390 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC2.41MShares$242 Million0.13% of portfolio
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Royal Bank Of Canada Toronto, A61.79MShares$179 Million0.04% of portfolio
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Beaumont Financial Partners, LLC1.74MShares$175 Million16.74% of portfolio