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

Wells Financial Advisors Inc

  • $148 Million
  • Q2 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 482 shares of XJR stock, worth $20,388. This represents 0.01% of its overall portfolio holdings.

Number of Shares
482
Previous 482 -0.0%
Holding current value
$20,388
Previous $18,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
626K
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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