Magnus Financial Group LLC Ishares Tresg Screened S&P Sma Transaction History
Magnus Financial Group LLC
- $971 Million
- Q3 2024
A detailed history of Magnus Financial Group LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Magnus Financial Group LLC holds 12,618 shares of XJR stock, worth $533,741. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,618
Previous 9,798
28.78%
Holding current value
$533,741
Previous $371,000
42.05%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding XJR
# of Institutions
64Shares Held
626KCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA53KShares$2.24 Million0.0% of portfolio
-
Bailard, Inc.45KShares$1.9 Million0.05% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA37.9KShares$1.6 Million1.21% of portfolio
-
Merriman Wealth Management, LLC36.5KShares$1.54 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.34.3KShares$1.45 Million0.0% of portfolio