Clearstead Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,400 shares of SLQD stock, worth $69,776. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,400
Previous 1,400
-0.0%
Holding current value
$69,776
Previous $68,000
2.94%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SLQD
# of Institutions
253Shares Held
30.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.21MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$91.4 Million0.02% of portfolio
-
Life Planning Partners, Inc1.45MShares$72.2 Million0.53% of portfolio
-
Ubs Group Ag1.22MShares$60.8 Million0.01% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.6 Million10.53% of portfolio