Accurate Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Accurate Wealth Management, LLC
- $486 Million
- Q4 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 79,822 shares of SGOV stock, worth $8.03 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
79,822
Previous 5,479
1356.87%
Holding current value
$8.03 Million
Previous $551,000
1353.18%
% of portfolio
1.65%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding SGOV
# of Institutions
793Shares Held
113MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$526 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$326 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$307 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio