Baystate Wealth Management LLC Ishares Tr Esg Screened S&P 50 Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Baystate Wealth Management LLC holds 169 shares of XVV stock, worth $8,605. This represents 0.0% of its overall portfolio holdings.

Number of Shares
169
Previous 167 1.2%
Holding current value
$8,605
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$31.17 - $36.51 $62 - $73
2 Added 1.2%
169 $6,000
Q2 2023

Sep 21, 2023
BUY
$30.45 - $33.81 $5,085 - $5,646
167 New
167 $5,000
Q1 2023

Apr 25, 2023
BUY
$28.21 - $31.33 $4,711 - $5,232
167 New
167 $5,000

Others Institutions Holding XVV

# of Institutions
127
Shares Held
3.16M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P 50

XVV Quotes by TradingView
  • Ticker XVV
  • Sector ETFs
  • Industry ETFs
More about XVV
Track This Portfolio

Track Baystate Wealth Management LLC Portfolio

Follow Baystate Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baystate Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baystate Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email