Atlantic Private Wealth, LLC Ishares Tresg Screened S&P Sma Transaction History
Atlantic Private Wealth, LLC
- $140 Million
- Q2 2025
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 16,103 shares of XJR stock, worth $644,120. This represents 0.45% of its overall portfolio holdings.
Number of Shares
16,103
Previous 16,101
0.01%
Holding current value
$644,120
Previous $605,000
5.12%
% of portfolio
0.45%
Previous 0.48%
Shares
10 transactions
Others Institutions Holding XJR
# of Institutions
87Shares Held
834KCall Options Held
0Put Options Held
0-
Bailard, Inc.67.3KShares$2.69 Million0.06% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN57.1KShares$2.28 Million0.03% of portfolio
-
Franklin Resources Inc San Mateo, CA55.8KShares$2.23 Million0.0% of portfolio
-
Merriman Wealth Management, LLC49.9KShares$2 Million0.09% of portfolio
-
Highland Financial Advisors, LLC38.4KShares$1.54 Million0.49% of portfolio