Geo Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Geo Wealth Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 8,039 shares of SLQD stock, worth $402,673. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,039
Previous 8,069
0.37%
Holding current value
$402,673
Previous $406,000
1.72%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SLQD
# of Institutions
259Shares Held
28.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.33MShares$117 Million0.01% of portfolio
-
Ubs Group Ag1.09MShares$54.7 Million0.01% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.8 Million10.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.06MShares$53.3 Million0.02% of portfolio
-
Farmers & Merchants Investments Inc1.05MShares$52.5 Million1.66% of portfolio