Orgel Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Orgel Wealth Management, LLC

$3.85 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 11, 2024	BUY	$100.05 - $100.73 $37 Million - $37.2 Million	369,499 New	369,499 $37 Million

Others Institutions Holding SGOV

# of Institutions

709

Shares Held

91.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.99M
Shares

$500 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.39M
Shares

$340 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

3.03M
Shares

$303 Million
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

1.9M
Shares

$190 Million
0.12% of portfolio
Partners Capital Investment Group, LLP Boston, MA

1.83M
Shares

$183 Million
3.13% of portfolio

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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