Wiser Wealth Management, Inc Ishares 0 5 Year Investment Gr Transaction History
Wiser Wealth Management, Inc
- $432 Million
- Q3 2025
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 449,115 shares of SLQD stock, worth $22.8 Million. This represents 5.29% of its overall portfolio holdings.
Number of Shares
449,115
Previous 402,027
11.71%
Holding current value
$22.8 Million
Previous $20.3 Million
12.24%
% of portfolio
5.29%
Previous 5.14%
Shares
11 transactions
Others Institutions Holding SLQD
# of Institutions
264Shares Held
31.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.32MShares$117 Million0.01% of portfolio
-
Allspring Global Investments Holdings, LLC1.75MShares$88.7 Million0.16% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.15MShares$58.4 Million10.23% of portfolio
-
Ubs Group Ag1.12MShares$56.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$56.4 Million0.02% of portfolio