Secure Asset Management, LLC Ishares 0 5 Year Investment Gr Transaction History
Secure Asset Management, LLC
- $609 Million
- Q4 2025
A detailed history of Secure Asset Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Secure Asset Management, LLC holds 4,643 shares of SLQD stock, worth $235,214. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,643
Previous 5,167
10.14%
Holding current value
$235,214
Previous $262,000
10.31%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SLQD
# of Institutions
268Shares Held
31.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.32MShares$117 Million0.01% of portfolio
-
Allspring Global Investments Holdings, LLC2.08MShares$105 Million0.19% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.15MShares$58.4 Million10.23% of portfolio
-
Ubs Group Ag1.13MShares$57.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$56.4 Million0.02% of portfolio