Columbia Advisory Partners LLC Ishares U S ETF Tr Int Rate He Transaction History
Columbia Advisory Partners LLC
- $100 Million
- Q1 2025
A detailed history of Columbia Advisory Partners LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 37,515 shares of LQDH stock, worth $3.4 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
37,515
Previous 27,449
36.67%
Holding current value
$3.4 Million
Previous $2.55 Million
36.15%
% of portfolio
3.46%
Previous 2.79%
Shares
4 transactions
Others Institutions Holding LQDH
# of Institutions
100Shares Held
3.79MCall Options Held
0Put Options Held
0-
Destination Wealth Management789KShares$71.5 Million2.31% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA413KShares$37.4 Million8.11% of portfolio
-
Bank Of America Corp Charlotte, NC309KShares$28 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC248KShares$22.4 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX226KShares$20.4 Million1.88% of portfolio