Fin Trust Capital Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History
Fin Trust Capital Advisors, LLC
- $577 Million
- Q3 2024
A detailed history of Fin Trust Capital Advisors, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 40,709 shares of SLQD stock, worth $2.04 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
40,709
Previous 42,720
4.71%
Holding current value
$2.04 Million
Previous $2.1 Million
2.43%
% of portfolio
0.36%
Previous 0.4%
Shares
4 transactions
Others Institutions Holding SLQD
# of Institutions
249Shares Held
27.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.21MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$91.7 Million0.02% of portfolio
-
Life Planning Partners, Inc1.45MShares$72.5 Million0.53% of portfolio
-
Ubs Group Ag1.22MShares$61 Million0.01% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.7 Million10.53% of portfolio