Wooster Corthell Wealth Management, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Wooster Corthell Wealth Management, Inc.
- $540 Million
- Q2 2025
A detailed history of Wooster Corthell Wealth Management, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Wooster Corthell Wealth Management, Inc. holds 15,855 shares of SGOV stock, worth $1.59 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
15,855
Previous 9,025
75.68%
Holding current value
$1.59 Million
Previous $908,000
75.77%
% of portfolio
0.3%
Previous 0.19%
Shares
8 transactions
Others Institutions Holding SGOV
# of Institutions
975Shares Held
393MCall Options Held
3.8KPut Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX193MShares$19.4 Billion3.1% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC22.9MShares$2.3 Billion3.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.6MShares$1.06 Billion0.08% of portfolio
-
Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
-
Morgan Stanley New York, NY8.4MShares$843 Million0.06% of portfolio