Global Retirement Partners, LLC Ishares Tresg Screened S&P Sma Transaction History
Global Retirement Partners, LLC
- $3.4 Billion
- Q4 2024
A detailed history of Global Retirement Partners, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Global Retirement Partners, LLC holds 2,856 shares of XJR stock, worth $121,637. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,856
Previous 2,829
0.95%
Holding current value
$121,637
Previous $118,000
0.85%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding XJR
# of Institutions
70Shares Held
681KCall Options Held
0Put Options Held
0-
Bailard, Inc.59.6KShares$2.54 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA53KShares$2.26 Million0.0% of portfolio
-
Merriman Wealth Management, LLC51.6KShares$2.2 Million0.09% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA38.7KShares$1.65 Million1.27% of portfolio
-
Cambridge Investment Research Advisors, Inc.33.4KShares$1.42 Million0.0% of portfolio