Elwood & Goetz Wealth Advisory Group, LLC Ishares Tresg Screened S&P Sma Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $402 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding XJR
# of Institutions
66Shares Held
638KCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA53KShares$2.19 Million0.0% of portfolio
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Bailard, Inc.45KShares$1.86 Million0.05% of portfolio
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Balanced Rock Investment Advisor Roslindale, MA37.9KShares$1.57 Million1.21% of portfolio
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Merriman Wealth Management, LLC36.5KShares$1.51 Million0.06% of portfolio
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Cambridge Investment Research Advisors, Inc.33.4KShares$1.38 Million0.0% of portfolio