Advocacy Wealth Management Services, LLC Ishares 0 5 Year Investment Gr Transaction History
Advocacy Wealth Management Services, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 5,402 shares of SLQD stock, worth $269,613. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,402
Previous 11,145
51.53%
Holding current value
$269,613
Previous $548,000
50.36%
% of portfolio
0.02%
Previous 0.05%
Shares
10 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$91.5 Million0.02% of portfolio
-
Ubs Group Ag1.22MShares$60.9 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$50.5 Million1.6% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL969KShares$48.4 Million0.07% of portfolio