Trail Ridge Investment Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History
Trail Ridge Investment Advisors, LLC
- $189 Million
- Q1 2025
A detailed history of Trail Ridge Investment Advisors, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Trail Ridge Investment Advisors, LLC holds 75,374 shares of SLQD stock, worth $3.8 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
75,374
Previous 82,303
8.42%
Holding current value
$3.8 Million
Previous $4.09 Million
7.43%
% of portfolio
2.01%
Previous 1.99%
Shares
14 transactions
Others Institutions Holding SLQD
# of Institutions
258Shares Held
29.5MCall 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