Donaldson Capital Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Donaldson Capital Management, LLC
- $2.57 Billion
- Q4 2024
A detailed history of Donaldson Capital Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 5,985 shares of SGOV stock, worth $601,612. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,985
Previous 7,970
24.91%
Holding current value
$601,612
Previous $802,000
25.19%
% of portfolio
0.02%
Previous 0.03%
Shares
11 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