Fortis Capital Management LLC Ishares 0 5 Year Investment Gr Transaction History
Fortis Capital Management LLC
- $495 Million
- Q3 2024
A detailed history of Fortis Capital Management LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Fortis Capital Management LLC holds 17,212 shares of SLQD stock, worth $860,944. This represents 0.18% of its overall portfolio holdings.
Number of Shares
17,212
Previous 17,026
1.09%
Holding current value
$860,944
Previous $838,000
3.58%
% of portfolio
0.18%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding SLQD
# of Institutions
250Shares Held
28.5MCall 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