Wealthedge Investment Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Wealthedge Investment Advisors, LLC
- $222 Billion
- Q1 2025
A detailed history of Wealthedge Investment Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 20,848 shares of SGOV stock, worth $2.1 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
20,848
Previous 14,537
43.41%
Holding current value
$2.1 Million
Previous $1.46 Billion
43.92%
% of portfolio
0.95%
Previous 0.66%
Shares
2 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