Hhm Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Hhm Wealth Advisors, LLC
- $728 Million
- Q4 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 23,896 shares of SGOV stock, worth $2.4 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
23,896
Previous 24,474
2.36%
Holding current value
$2.4 Million
Previous $2.47 Million
2.76%
% of portfolio
0.33%
Previous 0.35%
Shares
12 transactions
Others Institutions Holding SGOV
# of Institutions
789Shares Held
113MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$526 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$325 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$307 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio