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 $22.9 Million. This represents 5.29% of its overall portfolio holdings.
Number of Shares
449,115
Previous 402,027
11.71%
Holding current value
$22.9 Million
Previous $20.3 Million
12.24%
% of portfolio
5.29%
Previous 5.14%
Shares
11 transactions
Others Institutions Holding SLQD
# of Institutions
265Shares Held
31.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.26MShares$115 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC2.05MShares$104 Million0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.23MShares$62.5 Million0.02% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.12MShares$57 Million9.87% of portfolio
-
Ubs Group Ag1.1MShares$56.2 Million0.01% of portfolio