Jgp Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History
Jgp Wealth Management, LLC
- $750 Million
- Q1 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 19,303 shares of SLQD stock, worth $972,099. This represents 0.13% of its overall portfolio holdings.
Number of Shares
19,303
Previous 17,984
7.33%
Holding current value
$972,099
Previous $894,000
8.5%
% of portfolio
0.13%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SLQD
# of Institutions
261Shares Held
29.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.3MShares$116 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.14MShares$57.5 Million0.02% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.1MShares$55.6 Million11.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.1MShares$55.5 Million0.02% of portfolio
-
Ubs Group Ag1.08MShares$54.5 Million0.01% of portfolio