Gps Wealth Strategies Group, LLC Ishares Tresg Screened S&P Sma Transaction History
Gps Wealth Strategies Group, LLC
- $881 Million
- Q3 2025
A detailed history of Gps Wealth Strategies Group, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 208 shares of XJR stock, worth $8,580. This represents 0.0% of its overall portfolio holdings.
Number of Shares
208
Previous 150
38.67%
Holding current value
$8,580
Previous $5,000
60.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XJR
# of Institutions
86Shares Held
815KCall Options Held
0Put Options Held
0-
Bailard, Inc.70.8KShares$2.92 Million0.07% of portfolio
-
Franklin Resources Inc San Mateo, CA55.8KShares$2.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC55.4KShares$2.28 Million0.0% of portfolio
-
Merriman Wealth Management, LLC49.9KShares$2.06 Million0.09% of portfolio
-
Highland Financial Advisors, LLC45.4KShares$1.87 Million0.56% of portfolio