Diversify Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 44,920 shares of SGOV stock, worth $4.51 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
44,920
Previous 2,933
1431.54%
Holding current value
$4.51 Million
Previous $295 Million
1434.74%
% of portfolio
0.34%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
953Shares Held
359MCall Options Held
3.8KPut Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX193MShares$19.4 Billion3.1% of portfolio
-
Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$1.03 Billion0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.49MShares$652 Million0.18% of portfolio
-
Morgan Stanley New York, NY6.29MShares$632 Million0.05% of portfolio