Blake Schutter Theil Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Blake Schutter Theil Wealth Advisors, LLC
- $101 Billion
- Q3 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 9,625 shares of SGOV stock, worth $967,601. This represents 0.96% of its overall portfolio holdings.
Number of Shares
9,625
Previous 8,650
11.27%
Holding current value
$967,601
Previous $871 Million
11.28%
% of portfolio
0.96%
Previous 0.99%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
1,067Shares Held
182MCall Options Held
110KPut Options Held
9.8K-
Bank Of America Corp Charlotte, NC9.88MShares$994 Million0.07% of portfolio
-
Potomac Fund Management Inc /Adv Miami, FL9.35MShares$940 Million39.88% of portfolio
-
Morgan Stanley New York, NY8.25MShares$830 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC7.9MShares$794 Million0.25% of portfolio
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Cibc Private Wealth Group, LLC3.31MShares$333 Million0.65% of portfolio