Diversify Advisory Services, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Diversify Advisory Services, LLC
- $2.61 Trillion
- Q2 2025
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 31,066 shares of SGOV stock, worth $3.12 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
31,066
Previous 71,949
56.82%
Holding current value
$3.12 Million
Previous $7.24 Billion
56.9%
% of portfolio
0.12%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding SGOV
# of Institutions
1,025Shares Held
190MCall Options Held
3.1KPut Options Held
0-
Bank Of America Corp Charlotte, NC10.6MShares$1.06 Billion0.08% of portfolio
-
Morgan Stanley New York, NY8.4MShares$844 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.72MShares$475 Million0.12% of portfolio
-
Cibc Private Wealth Group, LLC3.31MShares$333 Million0.65% of portfolio
-
Confluence Investment Management LLC2.6MShares$261 Million3.89% of portfolio