Wealthsource Partners, LLC Ishares Trust Aaa A Rated Corp Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Wealthsource Partners, LLC holds 14,199 shares of QLTA stock, worth $666,075. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,199
Previous 11,276 25.92%
Holding current value
$666,075
Previous $508,000 34.45%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$43.8 - $48.35 $128,027 - $141,327
2,923 Added 25.92%
14,199 $683,000
Q3 2023

Nov 09, 2023
SELL
$45.06 - $47.36 $345,429 - $363,061
-7,666 Reduced 40.47%
11,276 $508,000
Q2 2023

Aug 14, 2023
BUY
$46.58 - $48.16 $97,957 - $101,280
2,103 Added 12.49%
18,942 $893,000
Q1 2023

May 15, 2023
BUY
$46.1 - $48.56 $776,277 - $817,701
16,839 New
16,839 $805,000

Others Institutions Holding QLTA

# of Institutions
159
Shares Held
18.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST AAA-A RATED CORP

QLTA Quotes by TradingView
  • Ticker QLTA
  • Sector ETFs
  • Industry ETFs
More about QLTA
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email