Private Wealth Management Group, LLC Ishares 0 5 Year Investment Gr Transaction History
Private Wealth Management Group, LLC
- $261 Billion
- Q4 2024
A detailed history of Private Wealth Management Group, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 14,116 shares of SLQD stock, worth $708,058. This represents 0.27% of its overall portfolio holdings.
Number of Shares
14,116
Previous 11,758
20.05%
Holding current value
$708,058
Previous $593 Million
18.41%
% of portfolio
0.27%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding SLQD
# of Institutions
258Shares Held
28.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.33MShares$117 Million0.01% of portfolio
-
Ubs Group Ag1.09MShares$54.8 Million0.01% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.9 Million10.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.06MShares$53.4 Million0.02% of portfolio
-
Farmers & Merchants Investments Inc1.05MShares$52.6 Million1.66% of portfolio