Confluence Investment Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Confluence Investment Management LLC
- $7.09 Billion
- Q1 2024
A detailed history of Confluence Investment Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Confluence Investment Management LLC holds 907,300 shares of SGOV stock, worth $91.4 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
907,300Holding current value
$91.4 Million% of portfolio
1.29%Shares
1 transactions
Others Institutions Holding SGOV
# of Institutions
601Shares Held
79MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.9MShares$393 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.89MShares$392 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$243 Million0.13% of portfolio
-
Royal Bank Of Canada Toronto, A61.79MShares$180 Million0.04% of portfolio
-
Beaumont Financial Partners, LLC1.74MShares$175 Million16.74% of portfolio