Disciplined Investments, LLC Ishares 0 5 Year Investment Gr Transaction History
Disciplined Investments, LLC
- $226 Million
- Q2 2025
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 11,259 shares of SLQD stock, worth $568,804. This represents 0.25% of its overall portfolio holdings.
Number of Shares
11,259
Previous 11,239
0.18%
Holding current value
$568,804
Previous $564,000
0.89%
% of portfolio
0.25%
Previous 0.27%
Shares
23 transactions
Others Institutions Holding SLQD
# of Institutions
264Shares Held
31.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.26MShares$114 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC2.05MShares$103 Million0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.23MShares$62 Million0.02% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.12MShares$56.6 Million9.87% of portfolio
-
Ubs Group Ag1.1MShares$55.8 Million0.01% of portfolio