Vista Investment Management Ishares 0 5 Year Investment Gr Transaction History
Vista Investment Management
- $252 Million
- Q3 2024
A detailed history of Vista Investment Management transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Vista Investment Management holds 37,358 shares of SLQD stock, worth $1.87 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
37,358
Previous 37,400
0.11%
Holding current value
$1.87 Million
Previous $1.84 Million
2.28%
% of portfolio
0.75%
Previous 0.78%
Shares
11 transactions
Others Institutions Holding SLQD
# of Institutions
250Shares Held
28.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.21MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$91.7 Million0.02% of portfolio
-
Life Planning Partners, Inc1.45MShares$72.5 Million0.53% of portfolio
-
Ubs Group Ag1.22MShares$61 Million0.01% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.8 Million10.53% of portfolio