Marion Wealth Management Ishares Trishares 0 3 Mnth Tre Transaction History
Marion Wealth Management
- $371 Million
- Q1 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 44,668 shares of SGOV stock, worth $4.5 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
44,668
Previous 47,096
5.16%
Holding current value
$4.5 Million
Previous $4.72 Million
4.83%
% of portfolio
1.21%
Previous 1.26%
Shares
6 transactions
Others Institutions Holding SGOV
# of Institutions
800Shares Held
115MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$526 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$326 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$307 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio