Concentric Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Call Options Transaction History

Concentric Wealth Management, LLC

$473 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SGOV

# of Institutions

708

Shares Held

91.1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.99M
Shares

$502 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.39M
Shares

$341 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

3.03M
Shares

$304 Million
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

1.9M
Shares

$191 Million
0.12% of portfolio
Partners Capital Investment Group, LLP Boston, MA

1.83M
Shares

$184 Million
3.13% of portfolio

About ISHARES TRISHARES 0-3 MNTH TRE

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