Highland Financial Advisors, LLC Ishares Tresg Screened S&P Sma Call Options Transaction History
Highland Financial Advisors, LLC
- $346 Million
- Q3 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding XJR
# of Institutions
88Shares Held
843KCall Options Held
0Put Options Held
0- 
    
      Bailard, Inc.70.8KShares$2.97 Million0.07% of portfolio
- 
    
      Thrivent Financial For Lutherans Minneapolis, MN57.1KShares$2.39 Million0.0% of portfolio
- 
    
      Franklin Resources Inc San Mateo, CA55.8KShares$2.34 Million0.0% of portfolio
- 
    
      Merriman Wealth Management, LLC49.9KShares$2.09 Million0.09% of portfolio
- 
    
      Better Money Decisions, LLC34.5KShares$1.44 Million0.83% of portfolio