Cherry Tree Wealth Management, LLC Ishares Tresg Screened S&P Sma Call Options Transaction History

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XJR

# of Institutions

67

Shares Held

706K

Call Options Held

0

Put Options Held

0

Bailard, Inc.

54.6K
Shares

$2.41 Million
0.06% of portfolio
Franklin Resources Inc San Mateo, CA

53K
Shares

$2.34 Million
0.0% of portfolio
Merriman Wealth Management, LLC

51.6K
Shares

$2.28 Million
0.09% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

38.7K
Shares

$1.71 Million
1.27% of portfolio
Cambridge Investment Research Advisors, Inc.

33.4K
Shares

$1.48 Million
0.0% of portfolio

About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
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