Wells Financial Advisors Inc Ishares Tr Esg Screened S&P Mi Transaction History
Wells Financial Advisors Inc
- $143 Million
- Q1 2024
A detailed history of Wells Financial Advisors Inc transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Wells Financial Advisors Inc holds 883 shares of XJH stock, worth $34,746. This represents 0.03% of its overall portfolio holdings.
Number of Shares
883
Previous 965
8.5%
Holding current value
$34,746
Previous $36,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding XJH
# of Institutions
109Shares Held
3.05MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC364KShares$14.3 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL333KShares$13.1 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL246KShares$9.69 Million0.02% of portfolio
-
Bailard, Inc.199KShares$7.85 Million0.23% of portfolio
-
Mariner, LLC Overland Park, KS140KShares$5.52 Million0.01% of portfolio