Life Planning Partners, Inc Ishares 0 5 Year Investment Gr Transaction History
Life Planning Partners, Inc
- $107 Million
- Q4 2024
A detailed history of Life Planning Partners, Inc transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Life Planning Partners, Inc holds 29,142 shares of SLQD stock, worth $1.46 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
29,142
Previous 1,449,518
97.99%
Holding current value
$1.46 Million
Previous $72.1 Million
97.99%
% of portfolio
1.35%
Previous 0.53%
Shares
10 transactions
Others Institutions Holding SLQD
# of Institutions
257Shares Held
28.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.33MShares$116 Million0.01% of portfolio
-
Ubs Group Ag1.09MShares$54.6 Million0.01% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.7 Million10.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.06MShares$53.2 Million0.02% of portfolio
-
Farmers & Merchants Investments Inc1.05MShares$52.4 Million1.66% of portfolio