Lpl Financial LLC Ishares Tresg Screened S&P Sma Transaction History
Lpl Financial LLC
- $246 Billion
- Q1 2025
A detailed history of Lpl Financial LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Lpl Financial LLC holds 29,291 shares of XJR stock, worth $1.17 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
29,291
Previous 33,078
11.45%
Holding current value
$1.17 Million
Previous $1.36 Million
19.04%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding XJR
# of Institutions
83Shares Held
791KCall 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
-
Better Money Decisions, LLC33KShares$1.32 Million0.83% of portfolio
-
Biltmore Family Office, LLC32KShares$1.28 Million0.21% of portfolio