Envestnet Asset Management Inc Ishares Tresg Screened S&P Sma Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 2024
A detailed history of Envestnet Asset Management Inc transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Envestnet Asset Management Inc holds 10,630 shares of XJR stock, worth $441,995. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,630
Previous 10,158
4.65%
Holding current value
$441,995
Previous $384,000
15.63%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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
-
Merriman Wealth Management, LLC51.6KShares$2.14 Million0.09% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA38.7KShares$1.61 Million1.27% of portfolio
-
Cambridge Investment Research Advisors, Inc.33.4KShares$1.39 Million0.0% of portfolio