Emergent Wealth Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Emergent Wealth Advisors, LLC
- $173 Billion
 - Q3 2025
 
A detailed history of Emergent Wealth Advisors, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 11,627 shares of XVV stock, worth $592,046. This represents 0.35% of its overall portfolio holdings.
Number of Shares
11,627
              Previous 11,627
              
        
           -0.0%
        
      
          
        Holding current value
$592,046
            Previous $554 Million
            
        
           8.04%
        
      
          
        % of portfolio
0.35%
            Previous 0.35%
          
        Shares
	  2 transactions
	
  Others Institutions Holding XVV
# of Institutions
128Shares Held
3.16MCall Options Held
0Put Options Held
0- 
    
      Sun Life Financial Inc Toronto, A6823KShares$41.9 Million2.15% of portfolio
 - 
    
      Becker Capital Management Inc227KShares$11.6 Million0.35% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC197KShares$10 Million0.0% of portfolio
 - 
    
      Jnba Financial Advisors97KShares$4.94 Million0.46% of portfolio
 - 
    
      Better Money Decisions, LLC88.6KShares$4.51 Million2.58% of portfolio