Successful Portfolios LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Successful Portfolios LLC
- $147 Million
- Q3 2024
A detailed history of Successful Portfolios LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Successful Portfolios LLC holds 21,243 shares of SGOV stock, worth $2.14 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
21,243
Previous 16,210
31.05%
Holding current value
$2.14 Million
Previous $1.63 Million
31.07%
% of portfolio
1.45%
Previous 1.14%
Shares
5 transactions
Others Institutions Holding SGOV
# of Institutions
709Shares Held
91.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$502 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$341 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$304 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$191 Million0.12% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA1.83MShares$184 Million3.13% of portfolio