Gould Asset Management LLC Ishares Tresg Screened S&P Sma Call Options Transaction History

Gould Asset Management LLC

$472 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XJR

# of Institutions

68

Shares Held

669K

Call Options Held

0

Put Options Held

0

Bailard, Inc.

59.6K
Shares

$2.51 Million
0.06% of portfolio
Franklin Resources Inc San Mateo, CA

53K
Shares

$2.23 Million
0.0% of portfolio
Merriman Wealth Management, LLC

51.6K
Shares

$2.17 Million
0.09% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

38.7K
Shares

$1.63 Million
1.27% of portfolio
Cambridge Investment Research Advisors, Inc.

33.4K
Shares

$1.4 Million
0.0% of portfolio

About ISHARES TRESG SCREENED S&P SMA

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