Fortress Wealth Management, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Fortress Wealth Management, Inc.
- $186 Million
- Q3 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 11,410 shares of SGOV stock, worth $1.15 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
11,410
Previous 10,943
4.27%
Holding current value
$1.15 Million
Previous $1.1 Million
4.27%
% of portfolio
0.62%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
1,067Shares Held
182MCall Options Held
110KPut Options Held
9.8K-
Bank Of America Corp Charlotte, NC9.88MShares$994 Million0.07% of portfolio
-
Potomac Fund Management Inc /Adv Miami, FL9.35MShares$940 Million39.88% of portfolio
-
Morgan Stanley New York, NY8.25MShares$830 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.9MShares$794 Million0.25% of portfolio
-
Cibc Private Wealth Group, LLC3.31MShares$333 Million0.65% of portfolio