Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares 0 5 Year Investment Gr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.25 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$48.97 - $49.36 $13,466 - $13,574	275 New	275 $13,000
Q3 2022 Oct 26, 2022	BUY	$47.28 - $49.07 $70,305 - $72,967	1,487 New	1,487 $70,000

Others Institutions Holding SLQD

# of Institutions

242

Shares Held

24.7M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.22M
Shares

$110 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.73M
Shares

$86 Million
0.02% of portfolio
Ubs Group Ag

1.19M
Shares

$59.3 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.4 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.2 Million
0.07% of portfolio

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About ISHARES 0-5 YEAR INVESTMENT GR

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