Jgp Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History
Jgp Wealth Management, LLC
- $886 Million
- Q3 2025
A detailed history of Jgp Wealth Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 44,648 shares of SLQD stock, worth $2.26 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
44,648
Previous 29,511
51.29%
Holding current value
$2.26 Million
Previous $1.49 Million
52.08%
% of portfolio
0.26%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding SLQD
# of Institutions
265Shares 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