Triad Wealth Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$100.29 - $100.75 $3,811 - $3,828	38 New	38 $3.83 Million

Others Institutions Holding SGOV

# of Institutions

686

Shares Held

91.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.4M
Shares

$442 Million
0.03% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.07M
Shares

$409 Million
0.69% of portfolio
Bank Of America Corp Charlotte, NC

3.76M
Shares

$377 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

3.03M
Shares

$304 Million
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

1.9M
Shares

$190 Million
0.12% of portfolio

About ISHARES TRISHARES 0-3 MNTH TRE

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