Journey Advisory Group, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Journey Advisory Group, LLC
- $1.25 Billion
- Q2 2025
A detailed history of Journey Advisory Group, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Journey Advisory Group, LLC holds 157,750 shares of SGOV stock, worth $15.9 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
157,750
Previous 135,344
16.55%
Holding current value
$15.9 Million
Previous $13.6 Million
16.57%
% of portfolio
1.27%
Previous 1.14%
Shares
2 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