Willow Creek Wealth Management Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Willow Creek Wealth Management Inc.
- $782 Million
- Q4 2023
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 51,999 shares of SGOV stock, worth $5.22 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
51,999
Previous 20,861
149.26%
Holding current value
$5.22 Million
Previous $2.1 Million
148.24%
% of portfolio
0.67%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
600Shares Held
79.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.9MShares$391 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.89MShares$390 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$242 Million0.13% of portfolio
-
Royal Bank Of Canada Toronto, A61.79MShares$179 Million0.04% of portfolio
-
Beaumont Financial Partners, LLC1.74MShares$175 Million16.74% of portfolio