Wiser Wealth Management, Inc Ishares 0 5 Year Investment Gr Transaction History
Wiser Wealth Management, Inc
- $441 Million
- Q4 2025
A detailed history of Wiser Wealth Management, Inc transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 462,972 shares of SLQD stock, worth $23.5 Million. This represents 5.31% of its overall portfolio holdings.
Number of Shares
462,972
Previous 449,115
3.09%
Holding current value
$23.5 Million
Previous $22.8 Million
2.74%
% of portfolio
5.31%
Previous 5.29%
Shares
12 transactions
Others Institutions Holding SLQD
# of Institutions
267Shares Held
32MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.32MShares$117 Million0.01% of portfolio
-
Allspring Global Investments Holdings, LLC1.75MShares$88.7 Million0.16% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.15MShares$58.4 Million10.23% of portfolio
-
Ubs Group Ag1.12MShares$56.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$56.4 Million0.02% of portfolio