Private Wealth Group, LLC Ishares 0 5 Year Investment Gr Transaction History
Private Wealth Group, LLC
- $185 Million
- Q2 2025
A detailed history of Private Wealth Group, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Private Wealth Group, LLC holds 22,395 shares of SLQD stock, worth $1.13 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
22,395
Previous 29,347
23.69%
Holding current value
$1.13 Million
Previous $1.48 Million
23.25%
% of portfolio
0.61%
Previous 0.89%
Shares
2 transactions
Others Institutions Holding SLQD
# of Institutions
258Shares Held
29.6MCall 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