Tarbox Family Office, Inc. Ishares Tresg Screened S&P Sma Transaction History
Tarbox Family Office, Inc.
- $609 Million
- Q3 2024
A detailed history of Tarbox Family Office, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Tarbox Family Office, Inc. holds 6,752 shares of XJR stock, worth $280,748. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,752
Previous 5,940
13.67%
Holding current value
$280,748
Previous $224,000
25.89%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding XJR
# of Institutions
64Shares Held
612KCall Options Held
0Put Options Held
0-
Bailard, Inc.54.6KShares$2.27 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA53KShares$2.21 Million0.0% of portfolio
-
Merriman Wealth Management, LLC51.6KShares$2.14 Million0.09% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA38.7KShares$1.61 Million1.27% of portfolio
-
Cambridge Investment Research Advisors, Inc.33.4KShares$1.39 Million0.0% of portfolio