Highline Wealth Partners LLC Ishares Tresg Screened S&P Sma Transaction History
Highline Wealth Partners LLC
- $355 Billion
- Q4 2025
A detailed history of Highline Wealth Partners LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Highline Wealth Partners LLC holds 810 shares of XJR stock, worth $33,412. This represents 0.01% of its overall portfolio holdings.
Number of Shares
810Holding current value
$33,412% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding XJR
# of Institutions
87Shares Held
815KCall Options Held
0Put Options Held
0-
Bailard, Inc.70.8KShares$2.92 Million0.07% of portfolio
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Franklin Resources Inc San Mateo, CA55.8KShares$2.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC55.4KShares$2.28 Million0.0% of portfolio
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Merriman Wealth Management, LLC49.9KShares$2.06 Million0.09% of portfolio
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Highland Financial Advisors, LLC45.4KShares$1.87 Million0.56% of portfolio