Private Wealth Management Group, LLC Ishares 0 5 Year Investment Gr Transaction History
Private Wealth Management Group, LLC
- $221 Billion
- Q1 2024
A detailed history of Private Wealth Management Group, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 10,352 shares of SLQD stock, worth $514,080. This represents 0.23% of its overall portfolio holdings.
Number of Shares
10,352
Previous 19,599
47.18%
Holding current value
$514,080
Previous $964 Million
47.16%
% of portfolio
0.23%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding SLQD
# of Institutions
240Shares Held
47.6MCall Options Held
0Put Options Held
0-
Williams Financial, LLC Bennington, VT23.5MShares$1.17 Billion12.0% of portfolio
-
Morgan Stanley New York, NY2.74MShares$136 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$84.1 Million0.02% of portfolio
-
Ubs Group Ag1.25MShares$62.1 Million0.02% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$50.2 Million1.7% of portfolio