Worth Asset Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Worth Asset Management, LLC
- $154 Million
- Q1 2024
A detailed history of Worth Asset Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Worth Asset Management, LLC holds 180,551 shares of SGOV stock, worth $18.1 Million. This represents 11.79% of its overall portfolio holdings.
Number of Shares
180,551
Previous 145,989
23.67%
Holding current value
$18.1 Million
Previous $14.6 Million
24.22%
% of portfolio
11.79%
Previous 10.82%
Shares
9 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