Pcg Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Pcg Wealth Advisors, LLC

$271 Million
Q1 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 2,850 shares of SGOV stock, worth $286,966. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,850

Holding current value

$286,966

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	BUY	$100.34 - $100.68 $285,969 - $286,938	2,850 New	2,850 $286,000

Others Institutions Holding SGOV

# of Institutions

894

Shares Held

150M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

10.2M
Shares

$1.03 Billion
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.49M
Shares

$653 Million
0.18% of portfolio
Morgan Stanley New York, NY

6.29M
Shares

$633 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

5.94M
Shares

$598 Million
0.24% of portfolio
Cibc Private Wealth Group, LLC

3.31M
Shares

$333 Million
0.65% of portfolio

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

More about SGOV

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Pcg Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History