Switch Point Financial Planning, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Switch Point Financial Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Switch Point Financial Planning, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 16,895 shares of SGOV stock, worth $1.7 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
16,895Holding current value
$1.7 Million% of portfolio
1.62%Shares
1 transactions
Others Institutions Holding SGOV
# of Institutions
796Shares Held
113MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$525 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
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Bank Of America Corp Charlotte, NC3.24MShares$325 Million0.03% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$306 Million0.65% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio