Centric Wealth Management Ishares 0 5 Year Investment Gr Transaction History

Centric Wealth Management

$329 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 05, 2022	BUY	$47.28 - $49.07 $60,471 - $62,760	1,279 Added 28.42%	5,779 $274,000
Q2 2022 Jul 06, 2022	BUY	$47.87 - $49.29 $215,415 - $221,805	4,500 New	4,500 $218,000

Others Institutions Holding SLQD

# of Institutions

240

Shares Held

24.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.22M
Shares

$112 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.73M
Shares

$87.2 Million
0.02% of portfolio
Ubs Group Ag

1.19M
Shares

$60.2 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1M
Shares

$50.4 Million
1.66% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

938K
Shares

$47.3 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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