Spire Wealth Management Ishares Tresg Screened S&P Sma Transaction History

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024

A detailed history of Spire Wealth Management transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Spire Wealth Management holds 39 shares of XJR stock, worth $1,754. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39
Previous 39 -0.0%
Holding current value
$1,754
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$36.12 - $39.17 $325 - $352
9 Added 30.0%
39 $1,000
Q1 2023

May 09, 2023
BUY
$32.42 - $37.84 $972 - $1,135
30 New
30 $1,000

Others Institutions Holding XJR

# of Institutions
64
Shares Held
612K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

XJR Quotes by TradingView
  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email