Campbell Wealth Management Ishares Trishares 0 3 Mnth Tre Transaction History
Campbell Wealth Management
- $1.11 Billion
- Q4 2024
A detailed history of Campbell Wealth Management transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Campbell Wealth Management holds 84,902 shares of SGOV stock, worth $8.54 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
84,902
Previous 53,949
57.37%
Holding current value
$8.54 Million
Previous $5.43 Million
56.74%
% of portfolio
0.77%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
987Shares Held
202MCall Options Held
3.8KPut Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC22.9MShares$2.3 Billion3.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.6MShares$1.06 Billion0.08% of portfolio
-
Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
-
Morgan Stanley New York, NY8.4MShares$844 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.2MShares$724 Million0.26% of portfolio