4 J Wealth Management LLC Ishares 0 5 Year Investment Gr Transaction History
4 J Wealth Management LLC
- $105 Million
- Q4 2024
A detailed history of 4 J Wealth Management LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, 4 J Wealth Management LLC holds 14,418 shares of SLQD stock, worth $720,467. This represents 0.68% of its overall portfolio holdings.
Number of Shares
14,418
Previous 15,316
5.86%
Holding current value
$720,467
Previous $772,000
7.12%
% of portfolio
0.68%
Previous 0.68%
Shares
16 transactions
Others Institutions Holding SLQD
# of Institutions
257Shares Held
28.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.33MShares$116 Million0.01% of portfolio
-
Ubs Group Ag1.09MShares$54.6 Million0.01% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.7 Million10.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.06MShares$53.2 Million0.02% of portfolio
-
Farmers & Merchants Investments Inc1.03MShares$51.5 Million1.67% of portfolio