Prosperity Planning, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Prosperity Planning, Inc.
- $290 Million
- Q2 2024
A detailed history of Prosperity Planning, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Prosperity Planning, Inc. holds 10,617 shares of SGOV stock, worth $1.07 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
10,617
Previous 5,832
82.05%
Holding current value
$1.07 Million
Previous $587,000
82.11%
% of portfolio
0.37%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding SGOV
# of Institutions
627Shares Held
80.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.9MShares$393 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.89MShares$392 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$243 Million0.13% of portfolio
-
Royal Bank Of Canada Toronto, A61.79MShares$180 Million0.04% of portfolio
-
Beaumont Financial Partners, LLC1.74MShares$175 Million16.74% of portfolio