Spire Wealth Management Ishares Tresg Screened S&P Sma Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
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 $1,492. This represents 0.0% of its overall portfolio holdings.
Number of Shares
39
Previous 39
-0.0%
Holding current value
$1,492
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XJR
# of Institutions
83Shares Held
793KCall Options Held
0Put Options Held
0-
Bailard, Inc.69.7KShares$2.67 Million0.07% of portfolio
-
Franklin Resources Inc San Mateo, CA58.7KShares$2.25 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