Willow Creek Wealth Management Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Willow Creek Wealth Management Inc.
- $945 Million
- Q4 2024
A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 24,871 shares of SGOV stock, worth $2.5 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
24,871
Previous 51,999
52.17%
Holding current value
$2.5 Million
Previous $5.21 Million
52.14%
% of portfolio
0.26%
Previous 0.67%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
781Shares Held
112MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$525 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$325 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$306 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio