Lji Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History
Lji Wealth Management, LLC
- $387 Billion
- Q1 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 773,334 shares of SLQD stock, worth $38 Million. This represents 9.85% of its overall portfolio holdings.
Number of Shares
773,334
Previous 734,297
5.32%
Holding current value
$38 Million
Previous $36.1 Billion
5.36%
% of portfolio
9.85%
Previous 9.36%
Shares
6 transactions
Others Institutions Holding SLQD
# of Institutions
238Shares Held
24.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.74MShares$135 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$83.2 Million0.02% of portfolio
-
Ubs Group Ag1.25MShares$61.4 Million0.02% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$49.7 Million1.7% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL891KShares$43.8 Million0.07% of portfolio