Mascoma Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Mascoma Wealth Management LLC
- $400 Million
- Q3 2024
A detailed history of Mascoma Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 92,035 shares of SGOV stock, worth $9.25 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
92,035
Previous 122,962
25.15%
Holding current value
$9.25 Million
Previous $12.4 Million
25.15%
% of portfolio
2.32%
Previous 3.29%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
706Shares Held
91MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$502 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$341 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$304 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$191 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA1.83MShares$184 Million3.13% of portfolio