Wiser Wealth Management, Inc Ishares 0 5 Year Investment Gr Transaction History
Wiser Wealth Management, Inc
- $396 Million
- Q2 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 402,027 shares of SLQD stock, worth $20.3 Million. This represents 5.14% of its overall portfolio holdings.
Number of Shares
402,027
Previous 389,788
3.14%
Holding current value
$20.3 Million
Previous $19.6 Million
3.82%
% of portfolio
5.14%
Previous 5.54%
Shares
10 transactions
Others Institutions Holding SLQD
# of Institutions
259Shares Held
29.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.3MShares$116 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.14MShares$57.6 Million0.02% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.1MShares$55.6 Million11.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.1MShares$55.6 Million0.02% of portfolio
-
Ubs Group Ag1.08MShares$54.5 Million0.01% of portfolio