Capital Planning LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Capital Planning LLC
- $337 Million
- Q1 2025
A detailed history of Capital Planning LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Capital Planning LLC holds 45,588 shares of SGOV stock, worth $4.59 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
45,588
Previous 18,139
151.33%
Holding current value
$4.59 Million
Previous $1.82 Million
152.28%
% of portfolio
1.36%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
840Shares Held
116MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$526 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$427 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$326 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio
-
Confluence Investment Management LLC1.94MShares$196 Million2.93% of portfolio