Selective Wealth Management, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 2025
A detailed history of Selective Wealth Management, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 357,064 shares of SGOV stock, worth $35.9 Million. This represents 15.0% of its overall portfolio holdings.
Number of Shares
357,064
Previous 308,388
15.78%
Holding current value
$35.9 Million
Previous $30.9 Million
16.19%
% of portfolio
15.0%
Previous 12.53%
Shares
10 transactions
Others Institutions Holding SGOV
# of Institutions
799Shares Held
115MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$525 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$325 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$306 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio