Private Wealth Management Group, LLC Ishares 0 5 Year Investment Gr Transaction History
Private Wealth Management Group, LLC
- $253 Billion
- Q3 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 11,758 shares of SLQD stock, worth $584,019. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,758
Previous 10,941
7.47%
Holding current value
$584,019
Previous $539 Million
10.04%
% of portfolio
0.23%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding SLQD
# of Institutions
245Shares Held
25.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.21MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$91.1 Million0.02% of portfolio
-
Ubs Group Ag1.22MShares$60.6 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$50.3 Million1.6% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL969KShares$48.1 Million0.07% of portfolio