Values First Advisors, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Values First Advisors, Inc.
- $166 Million
- Q1 2025
A detailed history of Values First Advisors, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Values First Advisors, Inc. holds 12,741 shares of SGOV stock, worth $1.28 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
12,741
Previous 12,728
0.1%
Holding current value
$1.28 Million
Previous $1.28 Million
0.47%
% of portfolio
0.77%
Previous 0.72%
Shares
9 transactions
Others Institutions Holding SGOV
# of Institutions
907Shares Held
152MCall Options Held
0Put Options Held
51-
Bank Of America Corp Charlotte, NC10.2MShares$1.03 Billion0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.49MShares$653 Million0.18% of portfolio
-
Morgan Stanley New York, NY6.29MShares$633 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.94MShares$599 Million0.24% of portfolio
-
Cibc Private Wealth Group, LLC3.31MShares$333 Million0.65% of portfolio