Lpl Financial LLC Ishares Tresg Screened S&P Sma Put Options Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding XJR

# of Institutions

64

Shares Held

612K

Call Options Held

0

Put Options Held

0

Bailard, Inc.

54.6K
Shares

$2.46 Million
0.06% of portfolio
Franklin Resources Inc San Mateo, CA

53K
Shares

$2.39 Million
0.0% of portfolio
Merriman Wealth Management, LLC

51.6K
Shares

$2.32 Million
0.09% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

38.7K
Shares

$1.74 Million
1.27% of portfolio
Cambridge Investment Research Advisors, Inc.

33.4K
Shares

$1.51 Million
0.0% of portfolio

About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.