Voisard Asset Management Group, Inc. Ishares Tresg Screened S&P Sma Transaction History
Voisard Asset Management Group, Inc.
- $205 Billion
- Q2 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 1,243 shares of XJR stock, worth $51,435. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,243
Previous 1,217
2.14%
Holding current value
$51,435
Previous $47.7 Million
1.25%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding XJR
# of Institutions
62Shares Held
606KCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA53KShares$2.2 Million0.0% of portfolio
-
Bailard, Inc.45KShares$1.86 Million0.05% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA37.9KShares$1.57 Million1.21% of portfolio
-
Merriman Wealth Management, LLC36.5KShares$1.51 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.34.3KShares$1.42 Million0.0% of portfolio