Heck Capital Advisors, LLC Ishares Tresg Screened S&P Sma Transaction History
Heck Capital Advisors, LLC
- $1.47 Trillion
- Q4 2024
A detailed history of Heck Capital Advisors, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 6,975 shares of XJR stock, worth $293,089. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,975Holding current value
$293,089% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding XJR
# of Institutions
68Shares Held
669KCall Options Held
0Put Options Held
0-
Bailard, Inc.59.6KShares$2.51 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA53KShares$2.23 Million0.0% of portfolio
-
Merriman Wealth Management, LLC51.6KShares$2.17 Million0.09% of portfolio
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Balanced Rock Investment Advisor Roslindale, MA38.7KShares$1.63 Million1.27% of portfolio
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Cambridge Investment Research Advisors, Inc.33.4KShares$1.4 Million0.0% of portfolio