Wr Wealth Planners, LLC Ishares 0 5 Year Investment Gr Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Aug 01, 2024	SELL	$47.89 - $48.35 $5,794 - $5,850	-121 Closed	0 $0
Q2 2023 Aug 01, 2024	BUY	$48.08 - $48.64 $5,817 - $5,885	121 New	121 $5.82 Million

Others Institutions Holding SLQD

# of Institutions

242

Shares Held

24.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.22M
Shares

$111 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.73M
Shares

$86.3 Million
0.02% of portfolio
Ubs Group Ag

1.19M
Shares

$59.5 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.5 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.4 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
Sector ETFs
Industry ETFs

More about SLQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.