Atlantic Private Wealth, LLC Ishares Tresg Screened S&P Sma Transaction History
Atlantic Private Wealth, LLC
- $122 Million
- Q2 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 16,011 shares of XJR stock, worth $643,001. This represents 0.5% of its overall portfolio holdings.
Number of Shares
16,011
Previous 15,949
0.39%
Holding current value
$643,001
Previous $624,000
2.88%
% of portfolio
0.5%
Previous 0.52%
Shares
7 transactions
Others Institutions Holding XJR
# of Institutions
62Shares Held
606KCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA53KShares$2.13 Million0.0% of portfolio
-
Bailard, Inc.45KShares$1.81 Million0.05% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA37.9KShares$1.52 Million1.21% of portfolio
-
Merriman Wealth Management, LLC36.5KShares$1.47 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.34.3KShares$1.38 Million0.0% of portfolio