Global Wealth Management Investment Advisory, Inc. Ishares 0 5 Year Investment Gr Transaction History
Global Wealth Management Investment Advisory, Inc.
- $490 Million
- Q1 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 226,517 shares of SLQD stock, worth $11.4 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
226,517
Previous 261,420
13.35%
Holding current value
$11.4 Million
Previous $13 Million
12.41%
% of portfolio
2.32%
Previous 2.7%
Shares
27 transactions
Others Institutions Holding SLQD
# of Institutions
259Shares Held
28.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.33MShares$117 Million0.01% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.1MShares$55.7 Million11.06% of portfolio
-
Ubs Group Ag1.09MShares$55.1 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.06MShares$53.7 Million0.02% of portfolio
-
Farmers & Merchants Investments Inc1.03MShares$52 Million1.67% of portfolio