Steward Partners Investment Advisory, LLC Ishares Tresg Screened S&P Sma Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,704 shares of XJR stock, worth $114,379. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,704
Previous 2,704
-0.0%
Holding current value
$114,379
Previous $105,000
2.86%
% of portfolio
0.0%
Previous 0.0%
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
-
Bailard, Inc.45KShares$1.9 Million0.05% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA37.9KShares$1.6 Million1.21% of portfolio
-
Merriman Wealth Management, LLC36.5KShares$1.54 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.34.3KShares$1.45 Million0.0% of portfolio