Atlantic Private Wealth, LLC Ishares Tresg Screened S&P Sma Call Options Transaction History

Atlantic Private Wealth, LLC

$122 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XJR

# of Institutions

66

Shares Held

650K

Call Options Held

0

Put Options Held

0

Bailard, Inc.

54.6K
Shares

$2.24 Million
0.06% of portfolio
Franklin Resources Inc San Mateo, CA

53K
Shares

$2.18 Million
0.0% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

37.9K
Shares

$1.56 Million
1.21% of portfolio
Merriman Wealth Management, LLC

36.5K
Shares

$1.5 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

33.4K
Shares

$1.37 Million
0.0% of portfolio

About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
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