Boulder Wealth Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Boulder Wealth Advisors, LLC
- $172 Million
- Q1 2025
Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
126Shares Held
3.14MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$41.9 Million2.15% of portfolio
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Becker Capital Management Inc227KShares$11.6 Million0.35% of portfolio
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Lpl Financial LLC Fort Mill, SC197KShares$10 Million0.0% of portfolio
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Jnba Financial Advisors97KShares$4.94 Million0.46% of portfolio
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Better Money Decisions, LLC88.6KShares$4.51 Million2.58% of portfolio