Crown Wealth Group, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Crown Wealth Group, LLC
- $256 Million
- Q2 2025
A detailed history of Crown Wealth Group, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Crown Wealth Group, LLC holds 108,232 shares of SGOV stock, worth $10.9 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
108,232
Previous 63,372
70.79%
Holding current value
$10.9 Million
Previous $6.38 Million
70.83%
% of portfolio
4.26%
Previous 3.44%
Shares
5 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