Crown Wealth Group, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Crown Wealth Group, LLC
- $221 Million
- Q4 2024
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 60,138 shares of SGOV stock, worth $6.05 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
60,138
Previous 19,666
205.8%
Holding current value
$6.05 Million
Previous $1.98 Million
204.7%
% of portfolio
2.73%
Previous 0.94%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
787Shares Held
112MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$525 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$325 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$306 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio