Goal Vest Advisory LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Goal Vest Advisory LLC
- $453 Million
- Q3 2025
A detailed history of Goal Vest Advisory LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Goal Vest Advisory LLC holds 99 shares of SGOV stock, worth $9,941. This represents 0.0% of its overall portfolio holdings.
Number of Shares
99Holding current value
$9,941% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SGOV
# of Institutions
1,015Shares Held
196MCall Options Held
3.1KPut Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC22.9MShares$2.3 Billion3.26% of portfolio
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Bank Of America Corp Charlotte, NC10.6MShares$1.06 Billion0.08% of portfolio
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Morgan Stanley New York, NY8.4MShares$843 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC7.2MShares$723 Million0.26% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.72MShares$474 Million0.12% of portfolio