Alaethes Wealth LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Alaethes Wealth LLC

$318 Million
Q2 2025

A detailed history of Alaethes Wealth LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Alaethes Wealth LLC holds 4,400 shares of SGOV stock, worth $442,376. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,400

Holding current value

$442,376

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$100.35 - $100.71 $441,540 - $443,124	4,400 New	4,400 $443,000

Others Institutions Holding SGOV

# of Institutions

1,011

Shares Held

205M

Call Options Held

3.1K

Put Options Held

Laurel Wealth Advisors LLC Charlotte, NC

22.9M
Shares

$2.3 Billion
3.26% of portfolio
Bank Of America Corp Charlotte, NC

10.6M
Shares

$1.06 Billion
0.08% of portfolio
Cornerstone Advisors Asset Management, Inc Bethlehem, PA

10.3M
Shares

$1.03 Billion
3.16% of portfolio
Morgan Stanley New York, NY

8.4M
Shares

$844 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.2M
Shares

$724 Million
0.26% of portfolio

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

More about SGOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alaethes Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alaethes Wealth LLC with notifications on news.

Account

Alaethes Wealth LLC Ishares Trishares 0 3 Mnth Tre Transaction History