Wiser Wealth Management, Inc Ishares 0 5 Year Investment Gr Transaction History
Wiser Wealth Management, Inc
- $322 Million
- Q2 2024
A detailed history of Wiser Wealth Management, Inc transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 352,800 shares of SLQD stock, worth $17.7 Million. This represents 5.39% of its overall portfolio holdings.
Number of Shares
352,800
Previous 330,082
6.88%
Holding current value
$17.7 Million
Previous $16.2 Million
6.95%
% of portfolio
5.39%
Previous 5.33%
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