Lji Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History
Lji Wealth Management, LLC
- $489 Billion
- Q3 2024
A detailed history of Lji Wealth Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Lji Wealth Management, LLC holds 890,854 shares of SLQD stock, worth $44.4 Million. This represents 9.18% of its overall portfolio holdings.
Number of Shares
890,854
Previous 839,649
6.1%
Holding current value
$44.4 Million
Previous $41.4 Billion
8.64%
% of portfolio
9.18%
Previous 9.14%
Shares
8 transactions
Others Institutions Holding SLQD
# of Institutions
243Shares Held
25.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.21MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$91.4 Million0.02% of portfolio
-
Ubs Group Ag1.22MShares$60.8 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$50.5 Million1.6% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL969KShares$48.3 Million0.07% of portfolio