Balanced Rock Investment Advisor Ishares Tresg Screened S&P Sma Put Options Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding XJR
# of Institutions
64Shares Held
612KCall Options Held
0Put Options Held
0-
Bailard, Inc.54.6KShares$2.26 Million0.06% of portfolio
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Franklin Resources Inc San Mateo, CA53KShares$2.19 Million0.0% of portfolio
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Merriman Wealth Management, LLC51.6KShares$2.13 Million0.09% of portfolio
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Cambridge Investment Research Advisors, Inc.33.4KShares$1.38 Million0.0% of portfolio
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Better Money Decisions, LLC28.5KShares$1.18 Million0.85% of portfolio