Montis Financial, LLC Ishares 0 5 Year Investment Gr Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Montis Financial, LLC holds 46,565 shares of SLQD stock, worth $2.32 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
46,565Holding current value
$2.32 Million% of portfolio
0.72%Shares
1 transactions
Others Institutions Holding SLQD
# of Institutions
253Shares Held
28.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.21MShares$110 Million0.01% of portfolio
-
Ubs Group Ag1.09MShares$54.4 Million0.01% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.5 Million10.53% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.06MShares$53 Million0.02% of portfolio
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Farmers & Merchants Investments Inc1.05MShares$52.2 Million1.66% of portfolio