Oakwell Private Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Oakwell Private Wealth Management, LLC
- $484 Million
- Q3 2025
A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 12,634 shares of SGOV stock, worth $1.27 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
12,634
Previous 11,063
14.2%
Holding current value
$1.27 Million
Previous $1.11 Million
14.29%
% of portfolio
0.26%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
1,067Shares 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