Alterna Wealth Management, Inc Ishares 0 5 Year Investment Gr Transaction History
Alterna Wealth Management, Inc
- $112 Million
- Q2 2024
A detailed history of Alterna Wealth Management, Inc transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 96,001 shares of SLQD stock, worth $4.8 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
96,001
Previous 57,732
66.29%
Holding current value
$4.8 Million
Previous $2.84 Million
66.42%
% of portfolio
4.23%
Previous 2.79%
Shares
12 transactions
Others Institutions Holding SLQD
# of Institutions
240Shares Held
24.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.22MShares$111 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.73MShares$86.5 Million0.02% of portfolio
-
Ubs Group Ag1.19MShares$59.7 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1MShares$50.1 Million1.66% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL938KShares$46.9 Million0.07% of portfolio