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 $269,397. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,402
Previous 11,145
51.53%
Holding current value
$269,397
Previous $548,000
50.36%
% of portfolio
0.02%
Previous 0.05%
Shares
10 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