Compass Wealth Management LLC Ishares Tresg Screened S&P Sma Put Options Transaction History

Compass Wealth Management LLC

$425 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding XJR

# of Institutions

64

Shares Held

612K

Call Options Held

0

Put Options Held

0

Bailard, Inc.

54.6K
Shares

$2.26 Million
0.06% of portfolio
Franklin Resources Inc San Mateo, CA

53K
Shares

$2.19 Million
0.0% of portfolio
Merriman Wealth Management, LLC

51.6K
Shares

$2.13 Million
0.09% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

38.7K
Shares

$1.6 Million
1.27% of portfolio
Cambridge Investment Research Advisors, Inc.

33.4K
Shares

$1.38 Million
0.0% of portfolio

About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
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