Tortoise Investment Management, LLC Ishares Tresg Screened S&P Sma Call Options Transaction History
Tortoise Investment Management, LLC
- $981 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XJR
# of Institutions
88Shares Held
847KCall Options Held
0Put Options Held
0-
Bailard, Inc.67.3KShares$2.84 Million0.06% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN57.1KShares$2.41 Million0.0% of portfolio
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Franklin Resources Inc San Mateo, CA55.8KShares$2.35 Million0.0% of portfolio
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Merriman Wealth Management, LLC49.9KShares$2.11 Million0.09% of portfolio
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Highland Financial Advisors, LLC38.4KShares$1.62 Million0.49% of portfolio