Pathstone Holdings, LLC Ishares 0 5 Year Investment Gr Transaction History

Pathstone Holdings, LLC

$22.2 Billion
Q4 2024

A detailed history of Pathstone Holdings, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Pathstone Holdings, LLC holds 15,844 shares of SLQD stock, worth $793,625. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,844

Holding current value

$793,625

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$49.58 - $50.28 $785,545 - $796,636	15,844 New	15,844 $788,000

Others Institutions Holding SLQD

# of Institutions

259

Shares Held

28.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.33M
Shares

$117 Million
0.01% of portfolio
Ubs Group Ag

1.09M
Shares

$54.7 Million
0.01% of portfolio
Lji Wealth Management, LLC Indianapolis, IN

1.07M
Shares

$53.8 Million
10.53% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.06M
Shares

$53.3 Million
0.02% of portfolio
Farmers & Merchants Investments Inc

1.05M
Shares

$52.5 Million
1.66% of portfolio

View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
Sector ETFs
Industry ETFs

More about SLQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pathstone Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathstone Holdings, LLC with notifications on news.

Account

Pathstone Holdings, LLC Ishares 0 5 Year Investment Gr Transaction History