Montis Financial, LLC Ishares 0 5 Year Investment Gr Call Options Transaction History

Montis Financial, LLC

$322 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SLQD

# of Institutions

255

Shares Held

28.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.33M
Shares

$116 Million
0.01% of portfolio
Ubs Group Ag

1.09M
Shares

$54.4 Million
0.01% of portfolio
Lji Wealth Management, LLC Indianapolis, IN

1.07M
Shares

$53.5 Million
10.53% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.06M
Shares

$53 Million
0.02% of portfolio
Farmers & Merchants Investments Inc

1.05M
Shares

$52.2 Million
1.66% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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