One Wealth Management Investment & Advisory Services, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $86.1 Billion
- Q3 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 31,741 shares of SGOV stock, worth $3.19 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
31,741
Previous 26,157
21.35%
Holding current value
$3.19 Million
Previous $2.63 Billion
21.36%
% of portfolio
3.71%
Previous 3.39%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
1,066Shares 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