Ever Source Wealth Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2 shares of SLQD stock, worth $99. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$99

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$49.58 - $50.28 $99 - $100	2 New	2 $0

Others Institutions Holding SLQD

# of Institutions

255

Shares Held

28.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.33M
Shares

$116 Million
0.01% of portfolio
Ubs Group Ag

1.09M
Shares

$54.6 Million
0.01% of portfolio
Lji Wealth Management, LLC Indianapolis, IN

1.07M
Shares

$53.7 Million
10.53% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.06M
Shares

$53.1 Million
0.02% of portfolio
Farmers & Merchants Investments Inc

1.05M
Shares

$52.4 Million
1.66% of portfolio

View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
Sector ETFs
Industry ETFs

More about SLQD

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Ever Source Wealth Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History