Jgp Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History
Jgp Wealth Management, LLC
- $774 Million
- Q3 2024
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 12,347 shares of SLQD stock, worth $614,386. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,347
Previous 10,749
14.87%
Holding current value
$614,386
Previous $529,000
17.58%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SLQD
# of Institutions
245Shares Held
25.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.21MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$91.2 Million0.02% of portfolio
-
Ubs Group Ag1.22MShares$60.7 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$50.4 Million1.6% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL969KShares$48.2 Million0.07% of portfolio