Luminvest Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Luminvest Wealth Management LLC
- $243 Billion
- Q1 2025
A detailed history of Luminvest Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 3,572 shares of SGOV stock, worth $359,664. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,572Holding current value
$359,664% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SGOV
# of Institutions
842Shares Held
116MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$526 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC4.24MShares$427 Million0.18% of portfolio
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Bank Of America Corp Charlotte, NC3.24MShares$326 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio
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Confluence Investment Management LLC1.94MShares$196 Million2.93% of portfolio