Asset Dedication, LLC Ishares Tresg Screened S&P Sma Transaction History
Asset Dedication, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Asset Dedication, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Asset Dedication, LLC holds 10,483 shares of XJR stock, worth $430,956. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,483
Previous 10,472
0.11%
Holding current value
$430,956
Previous $396,000
10.61%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding XJR
# of Institutions
66Shares Held
650KCall Options Held
0Put Options Held
0-
Bailard, Inc.54.6KShares$2.24 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA53KShares$2.18 Million0.0% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA37.9KShares$1.56 Million1.21% of portfolio
-
Merriman Wealth Management, LLC36.5KShares$1.5 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.33.4KShares$1.37 Million0.0% of portfolio