Alterna Wealth Management, Inc Ishares 0 5 Year Investment Gr Transaction History
Alterna Wealth Management, Inc
- $108 Million
- Q3 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 111,366 shares of SLQD stock, worth $5.56 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
111,366
Previous 96,001
16.01%
Holding current value
$5.56 Million
Previous $4.73 Million
18.78%
% of portfolio
5.21%
Previous 4.23%
Shares
13 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