Twelve Points Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Twelve Points Wealth Management LLC
- $337 Million
- Q4 2024
A detailed history of Twelve Points Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 137,879 shares of SGOV stock, worth $13.9 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
137,879
Previous 48,247
185.78%
Holding current value
$13.9 Million
Previous $4.86 Million
184.67%
% of portfolio
4.1%
Previous 1.58%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
744Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$503 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$342 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$307 Million0.65% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$305 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$191 Million0.12% of portfolio