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

Compass Wealth Management LLC

  • $392 Billion
  • Q1 2025

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 800 shares of XJR stock, worth $29,032. This represents 0.01% of its overall portfolio holdings.

Number of Shares
800
Previous 300 166.67%
Holding current value
$29,032
Previous $12.3 Million 143.92%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$36.7 - $42.78 $18,350 - $21,390
500 Added 166.67%
800 $30.1 Million
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
78
Shares Held
736K
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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