Commonwealth Equity Services, LLC Ishares Tresg Screened S&P Sma Transaction History
Commonwealth Equity Services, LLC
- $68.4 Billion
- Q4 2024
A detailed history of Commonwealth Equity Services, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 8,188 shares of XJR stock, worth $342,422. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,188
Previous 7,999
2.36%
Holding current value
$342,422
Previous $334,000
0.9%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding XJR
# of Institutions
71Shares Held
680KCall Options Held
0Put Options Held
0-
Bailard, Inc.59.6KShares$2.49 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA59.6KShares$2.49 Million0.0% of portfolio
-
Merriman Wealth Management, LLC51.6KShares$2.16 Million0.09% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA38.7KShares$1.62 Million1.27% of portfolio
-
Cambridge Investment Research Advisors, Inc.33.4KShares$1.4 Million0.0% of portfolio