Pacific Capital Wealth Advisors, Inc Ishares Trishares 0 3 Mnth Tre Transaction History
Pacific Capital Wealth Advisors, Inc
- $577 Million
- Q3 2025
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 87,415 shares of SGOV stock, worth $8.79 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
87,415Holding current value
$8.79 Million% of portfolio
1.52%Shares
1 transactions
Others Institutions Holding SGOV
# of Institutions
1,011Shares Held
205MCall Options Held
3.1KPut Options Held
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Laurel Wealth Advisors LLC Charlotte, NC22.9MShares$2.3 Billion3.26% of portfolio
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Bank Of America Corp Charlotte, NC10.6MShares$1.06 Billion0.08% of portfolio
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Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
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Morgan Stanley New York, NY8.4MShares$844 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC7.2MShares$724 Million0.26% of portfolio