Rockbridge Investment Management, Lcc Ishares 0 5 Year Investment Gr Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 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 77,145 shares of SLQD stock, worth $3.86 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
77,145
Previous 77,656
0.66%
Holding current value
$3.86 Million
Previous $3.82 Billion
0.6%
% of portfolio
0.54%
Previous 0.56%
Shares
17 transactions
Others Institutions Holding SLQD
# of Institutions
240Shares Held
24.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.22MShares$111 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.73MShares$86.5 Million0.02% of portfolio
-
Ubs Group Ag1.19MShares$59.7 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1MShares$50.1 Million1.66% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL938KShares$46.9 Million0.07% of portfolio