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
799KCall Options Held
0Put Options Held
0-
Bailard, Inc.69.7KShares$2.79 Million0.07% 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
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Better Money Decisions, LLC33KShares$1.32 Million0.83% of portfolio
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Biltmore Family Office, LLC32KShares$1.28 Million0.21% of portfolio