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
657Shares Held
89.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.4MShares$444 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.07MShares$410 Million0.69% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$379 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$291 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY1.89MShares$190 Million0.02% of portfolio