Charter Oak Capital Management, LLC Ishares 0 5 Year Investment Gr Transaction History
Charter Oak Capital Management, LLC
- $1.07 Billion
- Q4 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 98,031 shares of SLQD stock, worth $4.89 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
98,031
Previous 102,503
4.36%
Holding current value
$4.89 Million
Previous $5.17 Million
5.67%
% of portfolio
0.45%
Previous 0.48%
Shares
17 transactions
Others Institutions Holding SLQD
# of Institutions
246Shares Held
25.7MCall 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
-
Ubs Group Ag1.22MShares$60.8 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$50.5 Million1.6% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL969KShares$48.3 Million0.07% of portfolio