Boulder Wealth Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Boulder Wealth Advisors, LLC

$112 Million
Q4 2022

A detailed history of Boulder Wealth Advisors, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Boulder Wealth Advisors, LLC holds 215 shares of XVV stock, worth $9,479. This represents 0.01% of its overall portfolio holdings.

Number of Shares

215

Holding current value

$9,479

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 21, 2023	BUY	$26.66 - $30.42 $5,731 - $6,540	215 New	215 $6,000

Others Institutions Holding XVV

# of Institutions

Shares Held

2.83M

Call Options Held

Put Options Held

Sun Life Financial Inc Toronto, A6

823K
Shares

$36.3 Million
2.03% of portfolio
Becker Capital Management Inc

207K
Shares

$9.11 Million
0.3% of portfolio
Retirement Capital Strategies

148K
Shares

$6.51 Million
2.5% of portfolio
Lpl Financial LLC Fort Mill, SC

122K
Shares

$5.39 Million
0.0% of portfolio
Bsw Wealth Partners Boulder, CO

97.9K
Shares

$4.32 Million
0.66% of portfolio

View Full List

About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

More about XVV

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Boulder Wealth Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History