Highland Financial Advisors, LLC Ishares Tresg Screened S&P Sma Call Options Transaction History
Highland Financial Advisors, LLC
- $308 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XJR
# of Institutions
83Shares Held
800KCall Options Held
0Put Options Held
0-
Bailard, Inc.69.7KShares$2.86 Million0.07% of portfolio
-
Franklin Resources Inc San Mateo, CA58.7KShares$2.41 Million0.0% of portfolio
-
Merriman Wealth Management, LLC49.9KShares$2.05 Million0.09% of portfolio
-
Better Money Decisions, LLC33KShares$1.36 Million0.83% of portfolio
-
Biltmore Family Office, LLC32KShares$1.31 Million0.21% of portfolio