Williams Financial, LLC Ishares 0 5 Year Investment Gr Transaction History
Williams Financial, LLC
- $150 Million
- Q2 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 374,730 shares of SLQD stock, worth $18.8 Million. This represents 12.29% of its overall portfolio holdings.
Number of Shares
374,730
Previous 23,485,032
98.4%
Holding current value
$18.8 Million
Previous $1.16 Billion
98.4%
% of portfolio
12.29%
Previous 12.0%
Shares
6 transactions
Others Institutions Holding SLQD
# of Institutions
240Shares Held
24.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.22MShares$111 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.73MShares$86.7 Million0.02% of portfolio
-
Ubs Group Ag1.19MShares$59.8 Million0.01% of portfolio
-
Farmers & Merchants Investments Inc1MShares$50.2 Million1.66% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL938KShares$47 Million0.07% of portfolio