Topel & Distasi Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History
Topel & Distasi Wealth Management, LLC
- $226 Million
- Q1 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 5,629 shares of SLQD stock, worth $277,791. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,629
Previous 5,447
3.34%
Holding current value
$277,791
Previous $267,000
3.75%
% of portfolio
0.12%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding SLQD
# of Institutions
238Shares Held
24.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.74MShares$135 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$83.5 Million0.02% of portfolio
-
Ubs Group Ag1.25MShares$61.7 Million0.02% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$49.9 Million1.7% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL891KShares$44 Million0.07% of portfolio