Global Wealth Management Investment Advisory, Inc. Ishares 0 5 Year Investment Gr Transaction History
Global Wealth Management Investment Advisory, Inc.
- $578 Million
- Q3 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 238,092 shares of SLQD stock, worth $12.1 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
238,092
Previous 228,698
4.11%
Holding current value
$12.1 Million
Previous $11.6 Million
4.61%
% of portfolio
2.09%
Previous 2.24%
Shares
29 transactions
Others Institutions Holding SLQD
# of Institutions
267Shares Held
32MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.32MShares$117 Million0.01% of portfolio
-
Allspring Global Investments Holdings, LLC1.75MShares$88.7 Million0.16% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.15MShares$58.4 Million10.23% of portfolio
-
Ubs Group Ag1.12MShares$56.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$56.4 Million0.02% of portfolio