Rockbridge Investment Management, Lcc Ishares 0 5 Year Investment Gr Transaction History
Rockbridge Investment Management, Lcc
- $933 Billion
- Q2 2025
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 61,988 shares of SLQD stock, worth $3.14 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
61,988
Previous 61,971
0.03%
Holding current value
$3.14 Million
Previous $3.12 Billion
0.64%
% of portfolio
0.34%
Previous 0.37%
Shares
21 transactions
Others Institutions Holding SLQD
# of Institutions
265Shares Held
31.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.26MShares$115 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC2.05MShares$104 Million0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.23MShares$62.3 Million0.02% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.12MShares$56.8 Million9.87% of portfolio
-
Ubs Group Ag1.1MShares$56 Million0.01% of portfolio