Voisard Asset Management Group, Inc. Ishares Tresg Screened S&P Sma Transaction History
Voisard Asset Management Group, Inc.
- $240 Billion
- Q3 2024
A detailed history of Voisard Asset Management Group, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Voisard Asset Management Group, Inc. holds 1,265 shares of XJR stock, worth $52,598. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,265
Previous 1,243
1.77%
Holding current value
$52,598
Previous $47.1 Million
12.36%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding XJR
# of Institutions
64Shares Held
612KCall Options Held
0Put Options Held
0-
Bailard, Inc.54.6KShares$2.27 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA53KShares$2.21 Million0.0% of portfolio
-
Merriman Wealth Management, LLC51.6KShares$2.14 Million0.09% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA38.7KShares$1.61 Million1.27% of portfolio
-
Cambridge Investment Research Advisors, Inc.33.4KShares$1.39 Million0.0% of portfolio