Michael A. Dubis Financial Planning, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 142,686 shares of SGOV stock, worth $14.4 Million. This represents 14.19% of its overall portfolio holdings.
Number of Shares
142,686
Previous 144,008
0.92%
Holding current value
$14.4 Million
Previous $14.4 Million
0.57%
% of portfolio
14.19%
Previous 13.97%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
850Shares Held
122MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.94MShares$598 Million0.24% of portfolio
-
Morgan Stanley New York, NY5.23MShares$526 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$326 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio
-
Equity Investment Corp Atlanta, GA2.06MShares$207 Million4.96% of portfolio