Blake Schutter Theil Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Blake Schutter Theil Wealth Advisors, LLC
- $88 Billion
- Q1 2025
A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 8,650 shares of SGOV stock, worth $871,141. This represents 0.99% of its overall portfolio holdings.
Number of Shares
8,650
Previous 4,541
90.49%
Holding current value
$871,141
Previous $456 Million
91.15%
% of portfolio
0.99%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
907Shares Held
152MCall Options Held
0Put Options Held
51-
Bank Of America Corp Charlotte, NC10.2MShares$1.03 Billion0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.49MShares$653 Million0.18% of portfolio
-
Morgan Stanley New York, NY6.29MShares$633 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.94MShares$599 Million0.24% of portfolio
-
Cibc Private Wealth Group, LLC3.31MShares$333 Million0.65% of portfolio