Transform Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Transform Wealth, LLC holds 601,611 shares of SGOV stock, worth $60.4 Million. This represents 3.79% of its overall portfolio holdings.
Number of Shares
601,611
Previous 601,801
0.03%
Holding current value
$60.4 Million
Previous $60.4 Million
0.32%
% of portfolio
3.79%
Previous 3.45%
Shares
7 transactions
Others Institutions Holding SGOV
# of Institutions
953Shares Held
359MCall Options Held
3.8KPut Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX193MShares$19.4 Billion3.1% of portfolio
-
Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$1.03 Billion0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.49MShares$652 Million0.18% of portfolio
-
Morgan Stanley New York, NY6.29MShares$632 Million0.05% of portfolio