Focused Wealth Management, Inc Ishares Tresg Screened S&P Sma Transaction History
Focused Wealth Management, Inc
- $820 Million
- Q2 2025
Shares
4 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