Wealth Plan Investment Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Wealth Plan Investment Management, LLC

$923 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 09, 2023	BUY	$100.2 - $100.67 $3.23 Million - $3.25 Million	32,249 New	32,249 $3.25 Million

Others Institutions Holding SGOV

# of Institutions

710

Shares Held

91.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.99M
Shares

$502 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.39M
Shares

$341 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

3.03M
Shares

$304 Million
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

1.9M
Shares

$191 Million
0.12% of portfolio
Partners Capital Investment Group, LLP Boston, MA

1.83M
Shares

$184 Million
3.13% of portfolio

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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