Sugar Maple Asset Management, LLC Ishares 0 5 Year Investment Gr Transaction History
Sugar Maple Asset Management, LLC
- $115 Million
- Q2 2025
A detailed history of Sugar Maple Asset Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Sugar Maple Asset Management, LLC holds 33,373 shares of SLQD stock, worth $1.69 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
33,373
Previous 31,711
5.24%
Holding current value
$1.69 Million
Previous $1.59 Million
5.96%
% of portfolio
1.47%
Previous 1.35%
Shares
6 transactions
Others Institutions Holding SLQD
# of Institutions
265Shares Held
31.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.26MShares$114 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC2.05MShares$104 Million0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.23MShares$62.2 Million0.02% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.12MShares$56.8 Million9.87% of portfolio
-
Ubs Group Ag1.1MShares$56 Million0.01% of portfolio