Bulltick Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History

Bulltick Wealth Management, LLC

$406 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Apr 24, 2024	SELL	$47.89 - $48.35 $378,809 - $382,448	-7,910 Closed	0 $0
Q2 2023 Apr 24, 2024	SELL	$48.08 - $48.64 $1.23 Million - $1.25 Million	-25,617 Reduced 76.41%	7,910 $381 Million
Q1 2023 Apr 24, 2024	BUY	$47.6 - $48.55 $220,864 - $225,272	4,640 Added 16.06%	33,527 $1.63 Billion
Q4 2022 Apr 24, 2024	BUY	$46.96 - $48.14 $153,559 - $157,417	3,270 Added 12.76%	28,887 $1.38 Billion
Q1 2022 Apr 24, 2024	SELL	$49.19 - $51.02 $3.24 Million - $3.36 Million	-65,872 Reduced 72.0%	25,617 $1.26 Billion
Q4 2021 Apr 24, 2024	SELL	$50.99 - $51.69 $110,597 - $112,115	-2,169 Reduced 2.32%	91,489 $4.67 Billion
Q4 2020 Apr 24, 2024	BUY	$51.98 - $52.22 $4.87 Million - $4.89 Million	93,658 New	93,658 $4.89 Billion

Others Institutions Holding SLQD

# of Institutions

240

Shares Held

24.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.22M
Shares

$112 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.73M
Shares

$87.2 Million
0.02% of portfolio
Ubs Group Ag

1.19M
Shares

$60.2 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1M
Shares

$50.4 Million
1.66% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

938K
Shares

$47.3 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
Sector ETFs
Industry ETFs

More about SLQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bulltick Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bulltick Wealth Management, LLC with notifications on news.