Vertex Planning Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,247 shares of SGOV stock, worth $426,441. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,247
Previous 4,237
0.24%
Holding current value
$426,441
Previous $425 Million
0.68%
% of portfolio
0.12%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
601Shares Held
79.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.9MShares$392 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.89MShares$390 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$242 Million0.13% of portfolio
-
Royal Bank Of Canada Toronto, A61.79MShares$179 Million0.04% of portfolio
-
Beaumont Financial Partners, LLC1.74MShares$175 Million16.74% of portfolio