Vital Stone Financial, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Vital Stone Financial, LLC
- $141 Million
- Q3 2024
A detailed history of Vital Stone Financial, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Vital Stone Financial, LLC holds 147,422 shares of SGOV stock, worth $14.8 Million. This represents 10.51% of its overall portfolio holdings.
Number of Shares
147,422
Previous 154,202
4.4%
Holding current value
$14.8 Million
Previous $15.5 Million
4.39%
% of portfolio
10.51%
Previous 11.59%
Shares
5 transactions
Others Institutions Holding SGOV
# of Institutions
1,011Shares Held
205MCall Options Held
3.1KPut Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC22.9MShares$2.3 Billion3.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.6MShares$1.06 Billion0.08% of portfolio
-
Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
-
Morgan Stanley New York, NY8.4MShares$844 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.2MShares$724 Million0.26% of portfolio