Burling Wealth Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Burling Wealth Partners, LLC
- $542 Billion
- Q2 2025
A detailed history of Burling Wealth Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 55,145 shares of SGOV stock, worth $5.54 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
55,145
Previous 6,508
747.34%
Holding current value
$5.54 Million
Previous $655 Million
747.51%
% of portfolio
1.02%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
953Shares Held
359MCall Options Held
3.8KPut Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX193MShares$19.4 Billion3.1% of portfolio
-
Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
-
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$632 Million0.05% of portfolio