Planned Solutions, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Planned Solutions, Inc.
- $231 Million
- Q1 2025
A detailed history of Planned Solutions, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Planned Solutions, Inc. holds 58,458 shares of SGOV stock, worth $5.87 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
58,458
Previous 48,202
21.28%
Holding current value
$5.87 Million
Previous $4.84 Million
21.7%
% of portfolio
2.55%
Previous 2.1%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
908Shares Held
153MCall Options Held
0Put Options Held
51-
Bank Of America Corp Charlotte, NC10.2MShares$1.03 Billion0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.49MShares$651 Million0.18% of portfolio
-
Morgan Stanley New York, NY6.29MShares$631 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.94MShares$597 Million0.24% of portfolio
-
Cibc Private Wealth Group, LLC3.31MShares$332 Million0.65% of portfolio