Leonard Rickey Investment Advisors P.L.L.C. Ishares Trishares 0 3 Mnth Tre Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $523 Million
- Q3 2025
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 105,876 shares of SGOV stock, worth $10.6 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
105,876
Previous 77,686
36.29%
Holding current value
$10.6 Million
Previous $7.82 Million
36.3%
% of portfolio
2.04%
Previous 1.58%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
1,067Shares Held
182MCall Options Held
110KPut Options Held
9.8K-
Bank Of America Corp Charlotte, NC9.88MShares$994 Million0.07% of portfolio
-
Potomac Fund Management Inc /Adv Miami, FL9.35MShares$940 Million39.88% of portfolio
-
Morgan Stanley New York, NY8.25MShares$830 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC7.9MShares$794 Million0.25% of portfolio
-
Cibc Private Wealth Group, LLC3.31MShares$333 Million0.65% of portfolio