One Wealth Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History
One Wealth Advisors, LLC
- $673 Million
- Q2 2025
A detailed history of One Wealth Advisors, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, One Wealth Advisors, LLC holds 15,948 shares of SLQD stock, worth $805,055. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,948
Previous 16,928
5.79%
Holding current value
$805,055
Previous $851,000
5.29%
% of portfolio
0.12%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding SLQD
# of Institutions
258Shares Held
29.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.3MShares$116 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.14MShares$57.7 Million0.02% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.1MShares$55.7 Million11.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.1MShares$55.7 Million0.02% of portfolio
-
Ubs Group Ag1.08MShares$54.6 Million0.01% of portfolio