Optivise Advisory Services LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Optivise Advisory Services LLC
- $196 Billion
- Q2 2025
A detailed history of Optivise Advisory Services LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Optivise Advisory Services LLC holds 5,967 shares of SGOV stock, worth $599,564. This represents 0.31% of its overall portfolio holdings.
Number of Shares
5,967
Previous 6,032
1.08%
Holding current value
$599,564
Previous $607 Million
1.06%
% of portfolio
0.31%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding SGOV
# of Institutions
971Shares Held
390MCall Options Held
3.8KPut Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX193MShares$19.4 Billion3.1% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC22.9MShares$2.3 Billion3.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.6MShares$1.06 Billion0.08% of portfolio
-
Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
-
Morgan Stanley New York, NY8.4MShares$844 Million0.06% of portfolio