Roundview Capital LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Roundview Capital LLC
- $1.46 Billion
- Q2 2025
A detailed history of Roundview Capital LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Roundview Capital LLC holds 18,769 shares of SGOV stock, worth $1.89 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
18,769
Previous 4,965
278.03%
Holding current value
$1.89 Million
Previous $499,000
278.56%
% of portfolio
0.13%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
959Shares Held
384MCall Options Held
3.8KPut Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX193MShares$19.4 Billion3.1% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC22.9MShares$2.3 Billion3.26% of portfolio
-
Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$1.03 Billion0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.2MShares$724 Million0.26% of portfolio