Aj Wealth Strategies, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 1,323,537 shares of SGOV stock, worth $133 Million. This represents 6.44% of its overall portfolio holdings.
Number of Shares
1,323,537
Previous 1,033,914
28.01%
Holding current value
$133 Million
Previous $104 Million
28.08%
% of portfolio
6.44%
Previous 5.42%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
709Shares Held
91.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$502 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$341 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$304 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$191 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA1.83MShares$184 Million3.13% of portfolio