Kelly Financial Services LLC
Position in LQDW — iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
CIK 2023336
BRAINTREE, MA
All Filings in LQDW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LQDW | $4,264,070 | 176,347 | Shares | Sole | 2026-04-13 | |
| 2024-12-31 LQDW | $2,089,384 | 79,535 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 LQDW | $2,807,198 | 98,845 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 LQDW | $2,475,443 | 87,844 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 LQDW | $767,074 | 26,180 | Shares | Sole | 2024-07-17 | |
| 2023-12-31 LQDW | $85,658 | 2,888 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||