Marion Wealth Management Ishares Trishares 0 3 Mnth Tre Transaction History
Marion Wealth Management
- $392 Million
- Q2 2025
A detailed history of Marion Wealth Management transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Marion Wealth Management holds 43,716 shares of SGOV stock, worth $4.39 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
43,716
Previous 44,668
2.13%
Holding current value
$4.39 Million
Previous $4.5 Million
2.11%
% of portfolio
1.12%
Previous 1.21%
Shares
7 transactions
Others Institutions Holding SGOV
# of Institutions
977Shares Held
393MCall Options Held
3.8KPut Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX193MShares$19.4 Billion3.1% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC22.9MShares$2.3 Billion3.26% of portfolio
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Bank Of America Corp Charlotte, NC10.6MShares$1.06 Billion0.08% of portfolio
-
Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
-
Morgan Stanley New York, NY8.4MShares$843 Million0.06% of portfolio