Paulson Wealth Management Inc. Ishares 0 5 Year Investment Gr Transaction History

Paulson Wealth Management Inc.

$371 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 02, 2018	SELL	$49.61 - $50.23 $83,940 - $84,989	-1,692 Closed	0 $0
Q4 2017 Mar 01, 2018	BUY	$50.17 - $50.6 $84,887 - $85,615	1,692	1,692 $85,000

Others Institutions Holding SLQD

# of Institutions

245

Shares Held

25.3M

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

$91.1 Million
0.02% of portfolio
Ubs Group Ag

1.22M
Shares

$60.6 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.3 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.1 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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