Evanson Asset Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Evanson Asset Management, LLC
- $1.57 Billion
- Q3 2025
A detailed history of Evanson Asset Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Evanson Asset Management, LLC holds 8,756 shares of SGOV stock, worth $880,328. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,756
Previous 5,705
53.48%
Holding current value
$880,328
Previous $574,000
53.48%
% of portfolio
0.06%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding SGOV
# of Institutions
987Shares Held
202MCall Options Held
3.8KPut Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC22.9MShares$2.3 Billion3.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.6MShares$1.06 Billion0.08% of portfolio
-
Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
-
Morgan Stanley New York, NY8.4MShares$844 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.2MShares$724 Million0.26% of portfolio