Wood Tarver Financial Group, LLC Ishares Tresg Screened S&P Sma Transaction History
Wood Tarver Financial Group, LLC
- $258 Million
- Q1 2025
A detailed history of Wood Tarver Financial Group, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Wood Tarver Financial Group, LLC holds 2,266 shares of XJR stock, worth $86,289. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,266
Previous 2,266
-0.0%
Holding current value
$86,289
Previous $93,000
8.6%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding XJR
# of Institutions
82Shares Held
787KCall Options Held
0Put Options Held
0-
Bailard, Inc.69.7KShares$2.65 Million0.07% of portfolio
-
Franklin Resources Inc San Mateo, CA58.7KShares$2.24 Million0.0% of portfolio
-
Merriman Wealth Management, LLC49.9KShares$1.9 Million0.09% of portfolio
-
Better Money Decisions, LLC33KShares$1.26 Million0.83% of portfolio
-
Biltmore Family Office, LLC32KShares$1.22 Million0.21% of portfolio