Householder Group Estate & Retirement Specialist, LLC Ishares Tresg Screened S&P Sma Transaction History
Householder Group Estate & Retirement Specialist, LLC
- $343 Million
- Q3 2024
A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 150 shares of XJR stock, worth $6,748. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$6,748
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XJR
# of Institutions
64Shares Held
612KCall Options Held
0Put Options Held
0-
Bailard, Inc.54.6KShares$2.46 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA53KShares$2.39 Million0.0% of portfolio
-
Merriman Wealth Management, LLC51.6KShares$2.32 Million0.09% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA38.7KShares$1.74 Million1.27% of portfolio
-
Cambridge Investment Research Advisors, Inc.33.4KShares$1.5 Million0.0% of portfolio