Compass Wealth Management LLC Ishares Tresg Screened S&P Sma Transaction History

Compass Wealth Management LLC

  • $405 Billion
  • Q2 2024

A detailed history of Compass Wealth Management LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Compass Wealth Management LLC holds 300 shares of XJR stock, worth $12,360. This represents 0.0% of its overall portfolio holdings.

Number of Shares
300
Previous 300 -0.0%
Holding current value
$12,360
Previous $11.8 Million 3.31%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 17, 2023
BUY
$31.29 - $35.81 $9,387 - $10,743
300 New
300 $9.97 Million

Others Institutions Holding XJR

# of Institutions
62
Shares Held
606K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

XJR Quotes by TradingView
  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
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