Synergy Asset Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Synergy Asset Management, LLC
- $646 Million
- Q3 2024
A detailed history of Synergy Asset Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Synergy Asset Management, LLC holds 376,142 shares of SGOV stock, worth $37.8 Million. This represents 5.87% of its overall portfolio holdings.
Number of Shares
376,142
Previous 377,040
0.24%
Holding current value
$37.8 Million
Previous $38 Million
0.23%
% of portfolio
5.87%
Previous 6.13%
Shares
6 transactions
Others Institutions Holding SGOV
# of Institutions
706Shares Held
91MCall 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