Pathway Financial Advisors LLC Ishares Tresg Screened S&P Sma Transaction History
Pathway Financial Advisors LLC
- $379 Million
- Q3 2024
A detailed history of Pathway Financial Advisors LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Pathway Financial Advisors LLC holds 7,511 shares of XJR stock, worth $317,715. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,511Holding current value
$317,715% of portfolio
0.08%Shares
2 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
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Bailard, Inc.45KShares$1.9 Million0.05% of portfolio
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Balanced Rock Investment Advisor Roslindale, MA37.9KShares$1.6 Million1.21% of portfolio
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Merriman Wealth Management, LLC36.5KShares$1.54 Million0.06% of portfolio
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Cambridge Investment Research Advisors, Inc.34.3KShares$1.45 Million0.0% of portfolio