Fonville Wealth Management LLC Ishares 0 5 Year Investment Gr Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 39,213 shares of SLQD stock, worth $1.95 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
39,213
Previous 38,268
2.47%
Holding current value
$1.95 Million
Previous $1.88 Billion
4.92%
% of portfolio
0.68%
Previous 0.75%
Shares
4 transactions
Others Institutions Holding SLQD
# of Institutions
241Shares Held
24.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.22MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.73MShares$86.1 Million0.02% of portfolio
-
Ubs Group Ag1.19MShares$59.4 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$50.5 Million1.6% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL969KShares$48.3 Million0.07% of portfolio