Gould Asset Management LLC Ishares Tresg Screened S&P Sma Transaction History
Gould Asset Management LLC
- $431 Million
- Q2 2024
A detailed history of Gould Asset Management LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Gould Asset Management LLC holds 8,605 shares of XJR stock, worth $345,576. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,605
Previous 8,555
0.58%
Holding current value
$345,576
Previous $335,000
2.99%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding XJR
# of Institutions
62Shares Held
606KCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA53KShares$2.13 Million0.0% of portfolio
-
Bailard, Inc.45KShares$1.81 Million0.05% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA37.9KShares$1.52 Million1.21% of portfolio
-
Merriman Wealth Management, LLC36.5KShares$1.47 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.34.3KShares$1.38 Million0.0% of portfolio