Whalen Wealth Management Inc. Ishares 0 5 Year Investment Gr Transaction History
Whalen Wealth Management Inc.
- $126 Billion
- Q2 2024
A detailed history of Whalen Wealth Management Inc. transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 56,404 shares of SLQD stock, worth $2.81 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
56,404Holding current value
$2.81 Million% of portfolio
2.2%Shares
1 transactions
Others Institutions Holding SLQD
# of Institutions
242Shares Held
24.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.22MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.73MShares$86 Million0.02% of portfolio
-
Ubs Group Ag1.19MShares$59.3 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$50.4 Million1.6% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL969KShares$48.2 Million0.07% of portfolio