Coastal Investment Advisors, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Coastal Investment Advisors, Inc.
- $211 Million
- Q3 2024
A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 20,298 shares of SGOV stock, worth $2.04 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
20,298
Previous 13,262
53.05%
Holding current value
$2.04 Million
Previous $1.34 Million
53.11%
% of portfolio
0.97%
Previous 0.26%
Shares
10 transactions
Others Institutions Holding SGOV
# of Institutions
705Shares Held
90.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$502 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$341 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$304 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$191 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA1.83MShares$184 Million3.13% of portfolio