Wells Financial Advisors Inc Ishares Tresg Screened S&P Sma Transaction History

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Wells Financial Advisors Inc holds 400 shares of XJR stock, worth $17,820. This represents 0.02% of its overall portfolio holdings.

Number of Shares
400
Previous 482 17.01%
Holding current value
$17,820
Previous $18,000 11.11%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$37.45 - $42.19 $3,070 - $3,459
-82 Reduced 17.01%
400 $16,000
Q2 2023

Aug 07, 2023
BUY
$31.98 - $35.12 $15,414 - $16,927
482 New
482 $16,000

Others Institutions Holding XJR

# of Institutions
64
Shares Held
612K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

XJR Quotes by TradingView
  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
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