A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 1,300 shares of SLQD stock, worth $64,571. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,300
Previous 2,200 40.91%
Holding current value
$64,571
Previous $108 Million 39.49%
% of portfolio
0.02%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$49.07 - $50.44 $44,163 - $45,396
-900 Reduced 40.91%
1,300 $65.6 Million
Q2 2024

Jul 26, 2024

SELL
$48.75 - $49.28 $59,718 - $60,368
-1,225 Reduced 35.77%
2,200 $108 Million
Q4 2023

Feb 08, 2024

BUY
$47.66 - $49.2 $163,235 - $168,510
3,425 New
3,425 $169 Million

Others Institutions Holding SLQD

About ISHARES 0-5 YEAR INVESTMENT GR


  • Ticker SLQD
  • Sector ETFs
  • Industry ETFs
More about SLQD
Track This Portfolio

Track Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.