Wescott Financial Advisory Group, LLC Ishares 0 5 Year Investment Gr Transaction History
Wescott Financial Advisory Group, LLC
- $763 Million
- Q2 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 26,158 shares of SLQD stock, worth $1.32 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
26,158
Previous 26,765
2.27%
Holding current value
$1.32 Million
Previous $1.32 Million
2.2%
% of portfolio
0.17%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding SLQD
# of Institutions
240Shares Held
24.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.22MShares$112 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.73MShares$87.2 Million0.02% of portfolio
-
Ubs Group Ag1.19MShares$60.2 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1MShares$50.4 Million1.66% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL938KShares$47.3 Million0.07% of portfolio