Heritage Wealth Management, Inc./Texas Ishares Trishares 0 3 Mnth Tre Transaction History
Heritage Wealth Management, Inc./Texas
- $170 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 60,198 shares of SGOV stock, worth $6.06 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
60,198
Previous 62,869
4.25%
Holding current value
$6.06 Million
Previous $6.33 Billion
4.63%
% of portfolio
3.55%
Previous 3.67%
Shares
8 transactions
Others Institutions Holding SGOV
# of Institutions
745Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$503 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$342 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$307 Million0.65% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$305 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$191 Million0.12% of portfolio