Centric Wealth Management Ishares Trishares 0 3 Mnth Tre Transaction History
Centric Wealth Management
- $399 Million
- Q2 2025
A detailed history of Centric Wealth Management transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Centric Wealth Management holds 83,910 shares of SGOV stock, worth $8.44 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
83,910
Previous 40,935
104.98%
Holding current value
$8.44 Million
Previous $4.12 Million
105.05%
% of portfolio
2.12%
Previous 1.15%
Shares
2 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
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Morgan Stanley New York, NY8.4MShares$844 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.2MShares$724 Million0.26% of portfolio