Ofc Financial Planning, LLC Ishares 0 5 Year Investment Gr Transaction History
Ofc Financial Planning, LLC
- $88.4 Billion
- Q1 2025
A detailed history of Ofc Financial Planning, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Ofc Financial Planning, LLC holds 34,207 shares of SLQD stock, worth $1.72 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
34,207
Previous 53,571
36.15%
Holding current value
$1.72 Million
Previous $2.66 Billion
35.45%
% of portfolio
1.95%
Previous 2.81%
Shares
2 transactions
Others Institutions Holding SLQD
# of Institutions
261Shares Held
29.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.3MShares$116 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.14MShares$57.5 Million0.02% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.1MShares$55.6 Million11.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.1MShares$55.5 Million0.02% of portfolio
-
Ubs Group Ag1.08MShares$54.5 Million0.01% of portfolio