Fortis Capital Management LLC Ishares 0 5 Year Investment Gr Transaction History
Fortis Capital Management LLC
- $468 Million
- Q2 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 17,026 shares of SLQD stock, worth $847,043. This represents 0.18% of its overall portfolio holdings.
Number of Shares
17,026
Previous 16,800
1.35%
Holding current value
$847,043
Previous $826,000
1.45%
% of portfolio
0.18%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding SLQD
# of Institutions
242Shares Held
24.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.22MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.73MShares$86 Million0.02% of portfolio
-
Ubs Group Ag1.19MShares$59.3 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$50.4 Million1.6% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL969KShares$48.2 Million0.07% of portfolio