Jgp Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History
Jgp Wealth Management, LLC
- $771 Million
- Q4 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 17,984 shares of SLQD stock, worth $899,559. This represents 0.12% of its overall portfolio holdings.
Number of Shares
17,984
Previous 12,347
45.65%
Holding current value
$899,559
Previous $622,000
43.73%
% of portfolio
0.12%
Previous 0.08%
Shares
3 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