Global Wealth Management Investment Advisory, Inc. Ishares 0 5 Year Investment Gr Transaction History
Global Wealth Management Investment Advisory, Inc.
- $482 Million
- Q4 2024
A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 261,420 shares of SLQD stock, worth $13.1 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
261,420
Previous 248,341
5.27%
Holding current value
$13.1 Million
Previous $12.5 Million
3.83%
% of portfolio
2.7%
Previous 2.71%
Shares
26 transactions
Others Institutions Holding SLQD
# of Institutions
257Shares Held
28.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.33MShares$116 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