Williams Jones Wealth Management, Llc. Ishares Trishares 0 3 Mnth Tre Transaction History
Williams Jones Wealth Management, Llc.
- $8.37 Billion
- Q3 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 2,000 shares of SGOV stock, worth $200,820. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$200,820
Previous $201,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SGOV
# of Institutions
759Shares Held
104MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$501 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$341 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$306 Million0.65% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$304 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio