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 $4.52 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
44,920
Previous 2,933
1431.54%
Holding current value
$4.52 Million
Previous $295 Million
1434.74%
% of portfolio
0.34%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
907Shares Held
152MCall Options Held
0Put Options Held
51-
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
-
Cibc Private Wealth Group, LLC3.31MShares$333 Million0.65% of portfolio