Spire Wealth Management Ishares Tresg Screened S&P Sma Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 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 $1,650. This represents 0.0% of its overall portfolio holdings.
Number of Shares
39
Previous 39
-0.0%
Holding current value
$1,650
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XJR
# of Institutions
68Shares Held
655KCall Options Held
0Put Options Held
0-
Bailard, Inc.54.6KShares$2.31 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA53KShares$2.24 Million0.0% of portfolio
-
Merriman Wealth Management, LLC51.6KShares$2.18 Million0.09% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA38.7KShares$1.64 Million1.27% of portfolio
-
Cambridge Investment Research Advisors, Inc.33.4KShares$1.41 Million0.0% of portfolio