Epg Wealth Management LLC Ishares 0 5 Year Investment Gr Transaction History
Epg Wealth Management LLC
- $396 Billion
- Q3 2024
A detailed history of Epg Wealth Management LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Epg Wealth Management LLC holds 37 shares of SLQD stock, worth $1,850. This represents 0.0% of its overall portfolio holdings.
Number of Shares
37
Previous 0
Infinity%
Holding current value
$1,850
Previous $0
Infinity%
% of portfolio
0.0%
Previous 100.0%
Shares
5 transactions
Others Institutions Holding SLQD
# of Institutions
250Shares Held
28.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.21MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$91.7 Million0.02% of portfolio
-
Life Planning Partners, Inc1.45MShares$72.5 Million0.53% of portfolio
-
Ubs Group Ag1.22MShares$61 Million0.01% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.8 Million10.53% of portfolio