Cwm, LLC Ishares Tresg Screened S&P Sma Transaction History
Cwm, LLC
- $28.4 Billion
- Q2 2025
A detailed history of Cwm, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Cwm, LLC holds 488 shares of XJR stock, worth $19,515. This represents 0.0% of its overall portfolio holdings.
Number of Shares
488
Previous 486
0.41%
Holding current value
$19,515
Previous $18,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding XJR
# of Institutions
83Shares Held
794KCall Options Held
0Put Options Held
0-
Bailard, Inc.69.7KShares$2.79 Million0.07% of portfolio
-
Franklin Resources Inc San Mateo, CA58.7KShares$2.35 Million0.0% of portfolio
-
Merriman Wealth Management, LLC49.9KShares$2 Million0.09% of portfolio
-
Highland Financial Advisors, LLC38.4KShares$1.54 Million0.49% of portfolio
-
Better Money Decisions, LLC33KShares$1.32 Million0.83% of portfolio