Alpha Wealth Funds, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Alpha Wealth Funds, LLC
- $99 Billion
- Q1 2025
A detailed history of Alpha Wealth Funds, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Alpha Wealth Funds, LLC holds 589,334 shares of SGOV stock, worth $59.3 Million. This represents 59.9% of its overall portfolio holdings.
Number of Shares
589,334
Previous 455,122
29.49%
Holding current value
$59.3 Million
Previous $45.7 Billion
29.94%
% of portfolio
59.9%
Previous 43.96%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
905Shares Held
152MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.2MShares$1.03 Billion0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.49MShares$652 Million0.18% of portfolio
-
Morgan Stanley New York, NY6.29MShares$633 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.94MShares$598 Million0.24% of portfolio
-
Cibc Private Wealth Group, LLC3.31MShares$333 Million0.65% of portfolio