Whalen Wealth Management Inc. Ishares 0 5 Year Investment Gr Transaction History
Whalen Wealth Management Inc.
- $141 Billion
- Q3 2024
A detailed history of Whalen Wealth Management Inc. transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 49,747 shares of SLQD stock, worth $2.48 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
49,747
Previous 56,404
11.8%
Holding current value
$2.48 Million
Previous $2.78 Billion
9.69%
% of portfolio
1.77%
Previous 2.2%
Shares
2 transactions
Others Institutions Holding SLQD
# of Institutions
243Shares Held
25.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.21MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$91.3 Million0.02% of portfolio
-
Ubs Group Ag1.22MShares$60.7 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$50.4 Million1.6% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL969KShares$48.3 Million0.07% of portfolio