Gps Wealth Strategies Group, LLC Ishares Tresg Screened S&P Sma Transaction History
Gps Wealth Strategies Group, LLC
- $818 Million
- Q2 2025
A detailed history of Gps Wealth Strategies Group, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 150 shares of XJR stock, worth $6,000. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$6,000
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XJR
# of Institutions
84Shares Held
794KCall Options Held
0Put Options Held
0-
Bailard, Inc.67.3KShares$2.69 Million0.06% 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, LLC34.5KShares$1.38 Million0.83% of portfolio