Destination Wealth Management Ishares U S ETF Tr Int Rate He Transaction History
Destination Wealth Management
- $3.14 Billion
- Q1 2025
A detailed history of Destination Wealth Management transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Destination Wealth Management holds 815,863 shares of LQDH stock, worth $75.6 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
815,863
Previous 789,027
3.4%
Holding current value
$75.6 Million
Previous $73.2 Million
2.88%
% of portfolio
2.4%
Previous 2.31%
Shares
14 transactions
Others Institutions Holding LQDH
# of Institutions
111Shares Held
4.33MCall Options Held
0Put Options Held
0-
Milestone Asset Management, LLC Pittsburgh, PA413KShares$38.2 Million8.11% of portfolio
-
Bank Of America Corp Charlotte, NC363KShares$33.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC273KShares$25.2 Million0.01% of portfolio
-
Assetmark, Inc228KShares$21.2 Million0.06% of portfolio
-
Envestnet Asset Management Inc214KShares$19.8 Million0.01% of portfolio