One Wealth Management Investment & Advisory Services, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $60.4 Billion
- Q1 2025
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 8,944 shares of SGOV stock, worth $899,676. This represents 1.49% of its overall portfolio holdings.
Number of Shares
8,944Holding current value
$899,676% of portfolio
1.49%Shares
1 transactions
Others Institutions Holding SGOV
# of Institutions
905Shares Held
152MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.2MShares$1.03 Billion0.08% of portfolio
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Ameriprise Financial Inc Minneapolis, MN6.49MShares$652 Million0.18% of portfolio
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Morgan Stanley New York, NY6.29MShares$633 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC5.94MShares$598 Million0.24% of portfolio
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Cibc Private Wealth Group, LLC3.31MShares$333 Million0.65% of portfolio