Pathway Financial Advisors LLC Ishares Tresg Screened S&P Sma Transaction History
Pathway Financial Advisors LLC
- $517 Million
- Q1 2025
A detailed history of Pathway Financial Advisors LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Pathway Financial Advisors LLC holds 11,955 shares of XJR stock, worth $418,544. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,955
Previous 11,602
3.04%
Holding current value
$418,544
Previous $477,000
5.87%
% of portfolio
0.09%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding XJR
# of Institutions
79Shares Held
746KCall Options Held
0Put Options Held
0-
Bailard, Inc.59.6KShares$2.09 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA59.6KShares$2.09 Million0.0% of portfolio
-
Merriman Wealth Management, LLC49.9KShares$1.75 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.1KShares$1.16 Million0.0% of portfolio
-
Better Money Decisions, LLC33KShares$1.15 Million0.83% of portfolio