Williams Financial, LLC Ishares 0 5 Year Investment Gr Transaction History
Williams Financial, LLC
- $160 Million
- Q3 2024
A detailed history of Williams Financial, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Williams Financial, LLC holds 383,732 shares of SLQD stock, worth $19.1 Million. This represents 12.1% of its overall portfolio holdings.
Number of Shares
383,732
Previous 374,730
2.4%
Holding current value
$19.1 Million
Previous $18.5 Million
4.86%
% of portfolio
12.1%
Previous 12.29%
Shares
7 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$91.4 Million0.02% of portfolio
-
Ubs Group Ag1.22MShares$60.8 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1.01MShares$50.5 Million1.6% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL969KShares$48.3 Million0.07% of portfolio