Advisor Os, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Advisor Os, LLC
- $844 Million
- Q4 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 4,650 shares of XVV stock, worth $197,857. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,650
Previous 4,635
0.32%
Holding current value
$197,857
Previous $204,000
2.94%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding XVV
# of Institutions
114Shares Held
3.05MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$35 Million2.08% of portfolio
-
Becker Capital Management Inc203KShares$8.65 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC144KShares$6.11 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO95KShares$4.04 Million0.64% of portfolio
-
Jnba Financial Advisors94.6KShares$4.03 Million0.44% of portfolio