Warren Averett Asset Management, LLC Ishares 0 5 Year Investment Gr Transaction History
Warren Averett Asset Management, LLC
- $5.05 Billion
- Q2 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 164,267 shares of SLQD stock, worth $8.17 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
164,267
Previous 155,373
5.72%
Holding current value
$8.17 Million
Previous $7.65 Million
5.79%
% of portfolio
0.16%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding SLQD
# of Institutions
242Shares Held
24.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.22MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.73MShares$86 Million0.02% of portfolio
-
Ubs Group Ag1.19MShares$59.3 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$50.4 Million1.6% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL969KShares$48.2 Million0.07% of portfolio