Focused Wealth Management, Inc Ishares Tresg Screened S&P Sma Transaction History
Focused Wealth Management, Inc
- $742 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding XJR
# of Institutions
75Shares Held
712KCall Options Held
0Put Options Held
0-
Bailard, Inc.59.6KShares$2.25 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA59.6KShares$2.25 Million0.0% of portfolio
-
Merriman Wealth Management, LLC49.9KShares$1.88 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.1KShares$1.25 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.33KShares$1.24 Million0.0% of portfolio