Bsw Wealth Partners Ishares Tr Esg Screened S&P 50 Transaction History
Bsw Wealth Partners
- $676 Million
- Q4 2024
A detailed history of Bsw Wealth Partners transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Bsw Wealth Partners holds 94,956 shares of XVV stock, worth $4.42 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
94,956
Previous 97,904
3.01%
Holding current value
$4.42 Million
Previous $4.33 Million
0.65%
% of portfolio
0.64%
Previous 0.66%
Shares
9 transactions
Others Institutions Holding XVV
# of Institutions
102Shares Held
2.88MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$38.3 Million2.03% of portfolio
-
Becker Capital Management Inc203KShares$9.45 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.51 Million0.0% of portfolio
-
Better Money Decisions, LLC93.8KShares$4.36 Million2.95% of portfolio
-
Wharton Business Group, LLC Malvern, PA86.4KShares$4.02 Million0.17% of portfolio