Warren Averett Asset Management, LLC Ishares 0 5 Year Investment Gr Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 95,032 shares of SLQD stock, worth $4.74 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
95,032
Previous 164,267 42.15%
Holding current value
$4.74 Million
Previous $8.09 Million 40.77%
% of portfolio
0.09%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$49.07 - $50.44 $3.4 Million - $3.49 Million
-69,235 Reduced 42.15%
95,032 $4.79 Million
Q2 2024

Aug 14, 2024
BUY
$48.75 - $49.28 $433,582 - $438,296
8,894 Added 5.72%
164,267 $8.09 Million
Q1 2024

May 15, 2024
BUY
$48.97 - $49.36 $7.61 Million - $7.67 Million
155,373 New
155,373 $7.65 Million

Others Institutions Holding SLQD

# of Institutions
250
Shares Held
26.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

SLQD Quotes by TradingView
  • Ticker SLQD
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