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
601Shares Held
79.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.9MShares$391 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.89MShares$390 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$242 Million0.13% of portfolio
-
Royal Bank Of Canada Toronto, A61.79MShares$179 Million0.04% of portfolio
-
Beaumont Financial Partners, LLC1.74MShares$175 Million16.74% of portfolio