Capital Advisors Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Capital Advisors Wealth Management, LLC
- $556 Million
- Q4 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 21,225 shares of SGOV stock, worth $2.13 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
21,225
Previous 9,270
128.96%
Holding current value
$2.13 Million
Previous $933,000
128.19%
% of portfolio
0.38%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
781Shares Held
112MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$525 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$325 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$306 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio