Private Wealth Management Group, LLC Ishares 0 5 Year Investment Gr Transaction History
Private Wealth Management Group, LLC
- $261 Billion
- Q4 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 14,116 shares of SLQD stock, worth $703,964. This represents 0.27% of its overall portfolio holdings.
Number of Shares
14,116
Previous 11,758
20.05%
Holding current value
$703,964
Previous $593 Million
18.41%
% of portfolio
0.27%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding SLQD
# of Institutions
250Shares Held
28.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.21MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$91.4 Million0.02% of portfolio
-
Life Planning Partners, Inc1.45MShares$72.3 Million0.53% of portfolio
-
Ubs Group Ag1.22MShares$60.8 Million0.01% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.6 Million10.53% of portfolio