Creative One Wealth, LLC Ishares 0 5 Year Investment Gr Transaction History

Creative One Wealth, LLC

$2.76 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$47.28 - $49.07 $267,415 - $277,539	5,656 New	5,656 $268,000

Others Institutions Holding SLQD

# of Institutions

252

Shares Held

29.1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.21M
Shares

$110 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.83M
Shares

$91.3 Million
0.02% of portfolio
Ubs Group Ag

1.22M
Shares

$60.7 Million
0.01% of portfolio
Lji Wealth Management, LLC Indianapolis, IN

1.07M
Shares

$53.5 Million
10.53% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.06M
Shares

$53 Million
0.02% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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