Seven Springs Wealth Group, LLC Ishares 0 5 Year Investment Gr Transaction History
Seven Springs Wealth Group, LLC
- $260 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding SLQD
# of Institutions
259Shares Held
28.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.33MShares$116 Million0.01% of portfolio
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Ubs Group Ag1.09MShares$54.6 Million0.01% of portfolio
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Lji Wealth Management, LLC Indianapolis, IN1.07MShares$53.7 Million10.53% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.06MShares$53.2 Million0.02% of portfolio
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Farmers & Merchants Investments Inc1.03MShares$51.6 Million1.67% of portfolio