Connectus Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Connectus Wealth, LLC
- $4.37 Billion
- Q1 2024
A detailed history of Connectus Wealth, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Connectus Wealth, LLC holds 107,610 shares of SGOV stock, worth $10.8 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
107,610
Previous 274,382
60.78%
Holding current value
$10.8 Million
Previous $27.5 Million
60.61%
% of portfolio
0.25%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
932Shares Held
350MCall Options Held
0Put Options Held
51-
Kingstone Capital Partners Texas, LLC Frisco, TX193MShares$19.4 Billion3.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$1.03 Billion0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.49MShares$653 Million0.18% of portfolio
-
Morgan Stanley New York, NY6.29MShares$633 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.94MShares$599 Million0.24% of portfolio