Klein Pavlis & Peasley Financial, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Klein Pavlis & Peasley Financial, Inc.
- $111 Billion
- Q1 2024
A detailed history of Klein Pavlis & Peasley Financial, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Klein Pavlis & Peasley Financial, Inc. holds 44,726 shares of SGOV stock, worth $4.49 Million. This represents 4.07% of its overall portfolio holdings.
Number of Shares
44,726
Previous 46,666
4.16%
Holding current value
$4.49 Million
Previous $4.68 Billion
3.74%
% of portfolio
4.07%
Previous 4.36%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
601Shares Held
79.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.9MShares$391 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.89MShares$390 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$242 Million0.13% of portfolio
-
Royal Bank Of Canada Toronto, A61.79MShares$179 Million0.04% of portfolio
-
Beaumont Financial Partners, LLC1.74MShares$175 Million16.74% of portfolio