Beta Wealth Group, Inc. Ishares Tresg Screened S&P Sma Transaction History
Beta Wealth Group, Inc.
- $184 Million
- Q2 2025
A detailed history of Beta Wealth Group, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 15,308 shares of XJR stock, worth $642,017. This represents 0.33% of its overall portfolio holdings.
Number of Shares
15,308Holding current value
$642,017% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding XJR
# of Institutions
87Shares Held
839KCall Options Held
0Put Options Held
0-
Bailard, Inc.67.3KShares$2.82 Million0.06% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN57.1KShares$2.39 Million0.0% of portfolio
-
Franklin Resources Inc San Mateo, CA55.8KShares$2.34 Million0.0% of portfolio
-
Merriman Wealth Management, LLC49.9KShares$2.09 Million0.09% of portfolio
-
Highland Financial Advisors, LLC45.4KShares$1.9 Million0.56% of portfolio