Slate Stone Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Slate Stone Wealth, LLC

$1.11 Billion
Q3 2024

A detailed history of Slate Stone Wealth, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 6,197 shares of SGOV stock, worth $623,542. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,197

Holding current value

$623,542

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 07, 2024	BUY	$100.3 - $100.74 $621,559 - $624,285	6,197 New	6,197 $624,000

Others Institutions Holding SGOV

# of Institutions

710

Shares Held

91.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.99M
Shares

$502 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.39M
Shares

$341 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

3.03M
Shares

$304 Million
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

1.9M
Shares

$191 Million
0.12% of portfolio
Partners Capital Investment Group, LLP Boston, MA

1.83M
Shares

$184 Million
3.13% of portfolio

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

More about SGOV

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Slate Stone Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History