Elwood & Goetz Wealth Advisory Group, LLC Ishares Tresg Screened S&P Sma Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $402 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding XJR
# of Institutions
64Shares Held
612KCall Options Held
0Put Options Held
0-
Bailard, Inc.54.6KShares$2.27 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA53KShares$2.21 Million0.0% of portfolio
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Merriman Wealth Management, LLC51.6KShares$2.14 Million0.09% of portfolio
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Balanced Rock Investment Advisor Roslindale, MA38.7KShares$1.61 Million1.27% of portfolio
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Cambridge Investment Research Advisors, Inc.33.4KShares$1.39 Million0.0% of portfolio