Sightline Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Sightline Wealth Advisors, LLC
- $207 Million
- Q2 2025
A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 2,255 shares of SGOV stock, worth $226,582. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,255
Previous 2,060
9.47%
Holding current value
$226,582
Previous $207,000
9.66%
% of portfolio
0.11%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding SGOV
# of Institutions
953Shares Held
359MCall Options Held
3.8KPut Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX193MShares$19.4 Billion3.1% 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
-
Ameriprise Financial Inc Minneapolis, MN6.49MShares$652 Million0.18% of portfolio
-
Morgan Stanley New York, NY6.29MShares$632 Million0.05% of portfolio