Eley Financial Management, Inc Ishares Tresg Screened S&P Sma Transaction History
Eley Financial Management, Inc
- $248 Billion
- Q3 2024
A detailed history of Eley Financial Management, Inc transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Eley Financial Management, Inc holds 7,336 shares of XJR stock, worth $330,046. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,336
Previous 6,129
19.69%
Holding current value
$330,046
Previous $232 Million
32.14%
% of portfolio
0.12%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding XJR
# of Institutions
64Shares Held
612KCall Options Held
0Put Options Held
0-
Bailard, Inc.54.6KShares$2.46 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA53KShares$2.39 Million0.0% of portfolio
-
Merriman Wealth Management, LLC51.6KShares$2.32 Million0.09% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA38.7KShares$1.74 Million1.27% of portfolio
-
Cambridge Investment Research Advisors, Inc.33.4KShares$1.5 Million0.0% of portfolio