Clune & Associates, Ltd. Ishares 0 5 Year Investment Gr Transaction History
Clune & Associates, Ltd.
- $301 Billion
- Q4 2024
A detailed history of Clune & Associates, Ltd. transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Clune & Associates, Ltd. holds 21,964 shares of SLQD stock, worth $1.09 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
21,964Holding current value
$1.09 Million% of portfolio
0.36%Shares
1 transactions
Others Institutions Holding SLQD
# of Institutions
252Shares Held
30.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.21MShares$110 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.83MShares$91.4 Million0.02% of portfolio
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Life Planning Partners, Inc1.45MShares$72.2 Million0.53% of portfolio
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Ubs Group Ag1.22MShares$60.8 Million0.01% of portfolio
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Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.6 Million10.53% of portfolio