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 |
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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
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Franklin Resources Inc San Mateo, CA58.7KShares$2.41 Million0.0% of portfolio
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Merriman Wealth Management, LLC49.9KShares$2.05 Million0.09% of portfolio
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Better Money Decisions, LLC33KShares$1.36 Million0.83% of portfolio
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Biltmore Family Office, LLC32KShares$1.31 Million0.21% of portfolio