Sage View Advisory Group, LLC Ishares Tresg Screened S&P Sma Transaction History
Sage View Advisory Group, LLC
- $2.35 Trillion
- Q1 2025
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 13,817 shares of XJR stock, worth $532,092. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,817Holding current value
$532,092% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding XJR
# of Institutions
82Shares Held
787KCall Options Held
0Put Options Held
0-
Bailard, Inc.69.7KShares$2.68 Million0.07% of portfolio
-
Franklin Resources Inc San Mateo, CA58.7KShares$2.26 Million0.0% of portfolio
-
Merriman Wealth Management, LLC49.9KShares$1.92 Million0.09% of portfolio
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Better Money Decisions, LLC33KShares$1.27 Million0.83% of portfolio
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Biltmore Family Office, LLC32KShares$1.23 Million0.21% of portfolio