Greenup Street Wealth Management LLC Ishares 0 5 Year Investment Gr Transaction History
Greenup Street Wealth Management LLC
- $502 Million
- Q4 2024
A detailed history of Greenup Street Wealth Management LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Greenup Street Wealth Management LLC holds 631,455 shares of SLQD stock, worth $31.6 Million. This represents 6.25% of its overall portfolio holdings.
Number of Shares
631,455
Previous 334,335
88.87%
Holding current value
$31.6 Million
Previous $16.9 Million
86.29%
% of portfolio
6.25%
Previous 3.48%
Shares
10 transactions
Others Institutions Holding SLQD
# of Institutions
250Shares Held
28.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.21MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$91.7 Million0.02% of portfolio
-
Life Planning Partners, Inc1.45MShares$72.5 Million0.53% of portfolio
-
Ubs Group Ag1.22MShares$61 Million0.01% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.8 Million10.53% of portfolio