Valmark Advisers, Inc. Ishares 0 5 Year Investment Gr Transaction History
Valmark Advisers, Inc.
- $7.08 Billion
- Q2 2025
A detailed history of Valmark Advisers, Inc. transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 6,543 shares of SLQD stock, worth $330,290. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,543
Previous 6,531
0.18%
Holding current value
$330,290
Previous $328,000
0.91%
% of portfolio
0.0%
Previous 0.01%
Shares
7 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