Tortoise Investment Management, LLC Ishares Tresg Screened S&P Sma Transaction History
Tortoise Investment Management, LLC
- $849 Million
- Q2 2024
Shares
1 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