Parkworth Wealth Management, Inc. Ishares Tresg Screened S&P Sma Transaction History
Parkworth Wealth Management, Inc.
- $120 Billion
- Q4 2024
A detailed history of Parkworth Wealth Management, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Parkworth Wealth Management, Inc. holds 5,277 shares of XJR stock, worth $221,739. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,277Holding current value
$221,739% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding XJR
# of Institutions
70Shares Held
674KCall Options Held
0Put Options Held
0-
Bailard, Inc.59.6KShares$2.51 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA53KShares$2.23 Million0.0% of portfolio
-
Merriman Wealth Management, LLC51.6KShares$2.17 Million0.09% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA38.7KShares$1.63 Million1.27% of portfolio
-
Cambridge Investment Research Advisors, Inc.33.4KShares$1.4 Million0.0% of portfolio