Global Wealth Management Investment Advisory, Inc. Ishares 0 5 Year Investment Gr Transaction History
Global Wealth Management Investment Advisory, Inc.
- $516 Million
- Q2 2025
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 228,698 shares of SLQD stock, worth $11.6 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
228,698
Previous 226,517
0.96%
Holding current value
$11.6 Million
Previous $11.4 Million
1.58%
% of portfolio
2.24%
Previous 2.32%
Shares
28 transactions
Others Institutions Holding SLQD
# of Institutions
265Shares Held
31.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.26MShares$115 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC2.05MShares$104 Million0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.23MShares$62.5 Million0.02% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.12MShares$57 Million9.87% of portfolio
-
Ubs Group Ag1.1MShares$56.2 Million0.01% of portfolio