Bsw Wealth Partners Ishares Tresg Screened S&P Sma Transaction History
Bsw Wealth Partners
- $653 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding XJR
# of Institutions
82Shares Held
787KCall Options Held
0Put Options Held
0-
Bailard, Inc.69.7KShares$2.62 Million0.07% of portfolio
-
Franklin Resources Inc San Mateo, CA58.7KShares$2.21 Million0.0% of portfolio
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Merriman Wealth Management, LLC49.9KShares$1.88 Million0.09% of portfolio
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Better Money Decisions, LLC33KShares$1.24 Million0.83% of portfolio
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Biltmore Family Office, LLC32KShares$1.2 Million0.21% of portfolio