Strait & Sound Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Strait & Sound Wealth Management LLC
- $206 Billion
- Q3 2024
A detailed history of Strait & Sound Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 136,628 shares of SGOV stock, worth $13.7 Million. This represents 6.69% of its overall portfolio holdings.
Number of Shares
136,628
Previous 160,096
14.66%
Holding current value
$13.7 Million
Previous $16.1 Billion
14.65%
% of portfolio
6.69%
Previous 8.22%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
709Shares Held
91.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$500 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$340 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$303 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$190 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA1.83MShares$183 Million3.13% of portfolio