Fonville Wealth Management LLC Ishares Trust Aaa A Rated Corp Transaction History

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024

A detailed history of Fonville Wealth Management LLC transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Fonville Wealth Management LLC holds 144,049 shares of QLTA stock, worth $6.82 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
144,049
Previous 101,573 41.82%
Holding current value
$6.82 Million
Previous $4.76 Billion 48.75%
% of portfolio
2.45%
Previous 1.89%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$46.5 - $49.42 $1.98 Million - $2.1 Million
42,476 Added 41.82%
144,049 $7.08 Billion
Q2 2024

Jul 30, 2024
BUY
$45.93 - $47.36 $1.2 Million - $1.24 Million
26,186 Added 34.74%
101,573 $4.76 Billion
Q1 2024

Apr 26, 2024
BUY
$46.83 - $48.13 $1.23 Million - $1.26 Million
26,205 Added 53.28%
75,387 $3.58 Billion
Q4 2023

Jan 31, 2024
BUY
$43.8 - $48.35 $2.15 Million - $2.38 Million
49,182 New
49,182 $2.37 Billion

Others Institutions Holding QLTA

# of Institutions
148
Shares Held
12.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST AAA-A RATED CORP

QLTA Quotes by TradingView
  • Ticker QLTA
  • Sector ETFs
  • Industry ETFs
More about QLTA
Track This Portfolio

Track Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Fonville Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email