Rockbridge Investment Management, Lcc Ishares 0 5 Year Investment Gr Transaction History
Rockbridge Investment Management, Lcc
- $780 Billion
- Q4 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 64,581 shares of SLQD stock, worth $3.23 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
64,581
Previous 67,063
3.7%
Holding current value
$3.23 Million
Previous $3.38 Billion
5.02%
% of portfolio
0.41%
Previous 0.44%
Shares
19 transactions
Others Institutions Holding SLQD
# of Institutions
256Shares Held
28.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.33MShares$116 Million0.01% of portfolio
-
Ubs Group Ag1.09MShares$54.6 Million0.01% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.7 Million10.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.06MShares$53.1 Million0.02% of portfolio
-
Farmers & Merchants Investments Inc1.05MShares$52.4 Million1.66% of portfolio