Fonville Wealth Management LLC Ishares 0 5 Year Investment Gr Call Options Transaction History

Fonville Wealth Management LLC

$289 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SLQD

# of Institutions

243

Shares Held

24.9M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.22M
Shares

$111 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.73M
Shares

$86.3 Million
0.02% of portfolio
Ubs Group Ag

1.19M
Shares

$59.5 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.5 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.4 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

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