Parkworth Wealth Management, Inc. Ishares Tresg Screened S&P Sma Transaction History
Parkworth Wealth Management, Inc.
- $125 Billion
- Q1 2025
A detailed history of Parkworth Wealth Management, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Parkworth Wealth Management, Inc. holds 5,277 shares of XJR stock, worth $201,634. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,277
Previous 5,277
-0.0%
Holding current value
$201,634
Previous $217 Million
8.53%
% of portfolio
0.16%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding XJR
# of Institutions
83Shares Held
793KCall Options Held
0Put Options Held
0-
Bailard, Inc.69.7KShares$2.66 Million0.07% of portfolio
-
Franklin Resources Inc San Mateo, CA58.7KShares$2.24 Million0.0% of portfolio
-
Merriman Wealth Management, LLC49.9KShares$1.91 Million0.09% of portfolio
-
Better Money Decisions, LLC33KShares$1.26 Million0.83% of portfolio
-
Biltmore Family Office, LLC32KShares$1.22 Million0.21% of portfolio