Catalytic Wealth Ria, LLC Ishares 0 5 Year Investment Gr Transaction History
Catalytic Wealth Ria, LLC
- $500 Billion
- Q1 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 6,514 shares of SLQD stock, worth $323,224. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,514
Previous 4,867
33.84%
Holding current value
$323,224
Previous $239 Million
33.89%
% of portfolio
0.06%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SLQD
# of Institutions
240Shares Held
47.6MCall Options Held
0Put Options Held
0-
Williams Financial, LLC Bennington, VT23.5MShares$1.17 Billion12.0% of portfolio
-
Morgan Stanley New York, NY2.74MShares$136 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$84 Million0.02% of portfolio
-
Ubs Group Ag1.25MShares$62 Million0.02% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$50.2 Million1.7% of portfolio