Klein Pavlis & Peasley Financial, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Klein Pavlis & Peasley Financial, Inc.
- $125 Billion
- Q3 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 26,184 shares of SGOV stock, worth $2.63 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
26,184
Previous 18,722
39.86%
Holding current value
$2.63 Million
Previous $1.89 Billion
39.87%
% of portfolio
2.11%
Previous 1.67%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
709Shares Held
91.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$501 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$340 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$303 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$190 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA1.83MShares$183 Million3.13% of portfolio