Stratos Wealth Partners, Ltd. Ishares Tresg Screened S&P Sma Transaction History

Stratos Wealth Partners, Ltd.

  • $8.04 Billion
  • Q3 2025

A detailed history of Stratos Wealth Partners, Ltd. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 5,276 shares of XJR stock, worth $217,635. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,276
Previous 5,261 0.29%
Holding current value
$217,635
Previous $208,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$39.17 - $43.37 $587 - $650
15 Added 0.29%
5,276 $224,000
Q2 2025

Jul 29, 2025
BUY
$32.75 - $39.55 $172,297 - $208,072
5,261 New
5,261 $208,000
Q4 2024

Jan 27, 2025
BUY
$40.62 - $45.4 $217,113 - $242,663
5,345 New
5,345 $219,000

Others Institutions Holding XJR

# of Institutions
86
Shares Held
815K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

XJR Quotes by TradingView
  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
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