Fortress Wealth Management, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Fortress Wealth Management, Inc.
- $175 Million
- Q2 2025
A detailed history of Fortress Wealth Management, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 10,943 shares of SGOV stock, worth $1.1 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
10,943
Previous 10,053
8.85%
Holding current value
$1.1 Million
Previous $1.01 Million
8.79%
% of portfolio
0.63%
Previous 0.62%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
975Shares Held
393MCall Options Held
3.8KPut Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX193MShares$19.4 Billion3.1% of portfolio
-
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$843 Million0.06% of portfolio