Highland Financial Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Highland Financial Advisors, LLC
- $308 Million
- Q2 2025
A detailed history of Highland Financial Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 101,656 shares of SGOV stock, worth $10.2 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
101,656
Previous 102,137
0.47%
Holding current value
$10.2 Million
Previous $10.3 Million
0.46%
% of portfolio
3.32%
Previous 3.71%
Shares
10 transactions
Others Institutions Holding SGOV
# of Institutions
957Shares Held
384MCall Options Held
3.8KPut Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX193MShares$19.4 Billion3.1% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC22.9MShares$2.3 Billion3.26% of portfolio
-
Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
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Bank Of America Corp Charlotte, NC10.2MShares$1.03 Billion0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.2MShares$724 Million0.26% of portfolio