Ae Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Ae Wealth Management LLC
- $8.07 Billion
- Q1 2024
A detailed history of Ae Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Ae Wealth Management LLC holds 448,553 shares of SGOV stock, worth $45.2 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
448,553
Previous 1,265,475
64.55%
Holding current value
$45.2 Million
Previous $127 Million
64.4%
% of portfolio
0.56%
Previous 0.69%
Shares
8 transactions
Others Institutions Holding SGOV
# of Institutions
601Shares Held
79MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.9MShares$393 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.89MShares$392 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$243 Million0.13% of portfolio
-
Royal Bank Of Canada Toronto, A61.79MShares$180 Million0.04% of portfolio
-
Beaumont Financial Partners, LLC1.74MShares$175 Million16.74% of portfolio