Marion Wealth Management Ishares Trishares 0 3 Mnth Tre Transaction History
Marion Wealth Management
- $412 Million
- Q3 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 45,466 shares of SGOV stock, worth $4.57 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
45,466
Previous 43,716
4.0%
Holding current value
$4.57 Million
Previous $4.4 Million
4.02%
% of portfolio
1.11%
Previous 1.12%
Shares
8 transactions
Others Institutions Holding SGOV
# of Institutions
1,066Shares Held
180MCall 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
-
Lpl Financial LLC Fort Mill, SC7.9MShares$794 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.62MShares$263 Million0.09% of portfolio