Bsw Wealth Partners Ishares Tr Esg Screened S&P 50 Transaction History
Bsw Wealth Partners
- $587 Million
- Q1 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 110,078 shares of XVV stock, worth $4.66 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
110,078
Previous 112,434
2.1%
Holding current value
$4.66 Million
Previous $4.09 Million
8.41%
% of portfolio
0.76%
Previous 0.82%
Shares
6 transactions
Others Institutions Holding XVV
# of Institutions
79Shares Held
3.26MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$34.9 Million2.09% of portfolio
-
Retirement Capital Strategies750KShares$31.8 Million12.35% of portfolio
-
Becker Capital Management Inc234KShares$9.91 Million0.33% of portfolio
-
Better Money Decisions, LLC96.4KShares$4.08 Million3.09% of portfolio
-
Wharton Business Group, LLC Malvern, PA86.4KShares$3.66 Million0.17% of portfolio