Mader & Shannon Wealth Management, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Mader & Shannon Wealth Management, Inc.
- $172 Million
- Q3 2024
A detailed history of Mader & Shannon Wealth Management, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Mader & Shannon Wealth Management, Inc. holds 242,340 shares of SGOV stock, worth $24.3 Million. This represents 14.19% of its overall portfolio holdings.
Number of Shares
242,340
Previous 320,948
24.49%
Holding current value
$24.3 Million
Previous $32.3 Million
24.48%
% of portfolio
14.19%
Previous 19.43%
Shares
5 transactions
Others Institutions Holding SGOV
# of Institutions
709Shares Held
91.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$500 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