Disciplined Investments, LLC Ishares 0 5 Year Investment Gr Transaction History
Disciplined Investments, LLC
- $181 Million
- Q2 2024
A detailed history of Disciplined Investments, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Disciplined Investments, LLC holds 17,230 shares of SLQD stock, worth $869,081. This represents 0.47% of its overall portfolio holdings.
Number of Shares
17,230
Previous 17,225
0.03%
Holding current value
$869,081
Previous $847,000
0.12%
% of portfolio
0.47%
Previous 0.47%
Shares
19 transactions
Others Institutions Holding SLQD
# of Institutions
240Shares Held
24.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.22MShares$112 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.73MShares$87.2 Million0.02% of portfolio
-
Ubs Group Ag1.19MShares$60.2 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1MShares$50.4 Million1.66% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL938KShares$47.3 Million0.07% of portfolio