Processus Wealth & Capital Management, LLC Ishares 0 5 Year Investment Gr Transaction History

Processus Wealth & Capital Management, LLC

$121 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Mar 05, 2024	BUY	$47.66 - $49.2 $1.35 Million - $1.4 Million	28,393 New	28,393 $1.4 Billion

Others Institutions Holding SLQD

# of Institutions

243

Shares Held

25.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.21M
Shares

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

1.83M
Shares

$91.3 Million
0.02% of portfolio
Ubs Group Ag

1.22M
Shares

$60.7 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

$48.3 Million
0.07% of portfolio

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About ISHARES 0-5 YEAR INVESTMENT GR

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