Mader & Shannon Wealth Management, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Mader & Shannon Wealth Management, Inc.
- $178 Million
- Q1 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 514,631 shares of SGOV stock, worth $51.6 Million. This represents 29.07% of its overall portfolio holdings.
Number of Shares
514,631
Previous 437,974
17.5%
Holding current value
$51.6 Million
Previous $43.9 Million
18.02%
% of portfolio
29.07%
Previous 24.98%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
600Shares 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