Spire Wealth Management Ishares Tresg Screened S&P Sma Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 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 $1,469. This represents 0.0% of its overall portfolio holdings.
Number of Shares
39
Previous 30
30.0%
Holding current value
$1,469
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XJR
# of Institutions
53Shares Held
527KCall Options Held
0Put Options Held
0-
Jane Street Group, LLC New York, NY49.8KShares$1.88 Million0.0% of portfolio
-
Franklin Resources Inc San Mateo, CA47KShares$1.77 Million0.0% of portfolio
-
Bailard, Inc.39.1KShares$1.47 Million0.04% of portfolio
-
Merriman Wealth Management, LLC37.2KShares$1.4 Million0.07% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA36.6KShares$1.38 Million1.22% of portfolio