Advisor Os, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Advisor Os, LLC

$968 Million
Q3 2024

A detailed history of Advisor Os, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Advisor Os, LLC holds 4,635 shares of XVV stock, worth $218,030. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,635

Holding current value

$218,030

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$39.71 - $44.22 $184,055 - $204,959	4,635 New	4,635 $204,000

Others Institutions Holding XVV

# of Institutions

Shares Held

2.8M

Call Options Held

Put Options Held

Sun Life Financial Inc Toronto, A6

823K
Shares

$38.7 Million
2.03% of portfolio
Becker Capital Management Inc

203K
Shares

$9.55 Million
0.3% of portfolio
Lpl Financial LLC Fort Mill, SC

140K
Shares

$6.58 Million
0.0% of portfolio
Bsw Wealth Partners Boulder, CO

97.9K
Shares

$4.61 Million
0.66% of portfolio
Better Money Decisions, LLC

93K
Shares

$4.37 Million
2.93% of portfolio

View Full List

About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

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