Golden State Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Golden State Wealth Management, LLC
- $822 Billion
- Q2 2025
A detailed history of Golden State Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 46,161 shares of SGOV stock, worth $4.64 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
46,161
Previous 50,651
8.86%
Holding current value
$4.64 Million
Previous $5.1 Billion
8.85%
% of portfolio
0.57%
Previous 0.76%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
1,011Shares Held
205MCall Options Held
3.1KPut 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