West Coast Financial LLC Ishares Tresg Screened S&P Sma Transaction History
West Coast Financial LLC
- $907 Million
- Q4 2024
A detailed history of West Coast Financial LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, West Coast Financial LLC holds 13,037 shares of XJR stock, worth $547,945. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,037Holding current value
$547,945% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding XJR
# of Institutions
65Shares Held
627KCall Options Held
0Put Options Held
0-
Bailard, Inc.54.6KShares$2.29 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA53KShares$2.23 Million0.0% of portfolio
-
Merriman Wealth Management, LLC51.6KShares$2.17 Million0.09% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA38.7KShares$1.63 Million1.27% of portfolio
-
Cambridge Investment Research Advisors, Inc.33.4KShares$1.4 Million0.0% of portfolio