Commonwealth Equity Services, LLC Ishares Tresg Screened S&P Sma Transaction History
Commonwealth Equity Services, LLC
- $66 Billion
- Q3 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 7,999 shares of XJR stock, worth $356,355. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,999
Previous 8,182
2.24%
Holding current value
$356,355
Previous $310,000
7.74%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XJR
# of Institutions
64Shares Held
612KCall Options Held
0Put Options Held
0-
Bailard, Inc.54.6KShares$2.43 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA53KShares$2.36 Million0.0% of portfolio
-
Merriman Wealth Management, LLC51.6KShares$2.3 Million0.09% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA38.7KShares$1.72 Million1.27% of portfolio
-
Cambridge Investment Research Advisors, Inc.33.4KShares$1.49 Million0.0% of portfolio