Colton Groome Financial Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Colton Groome Financial Advisors, LLC
- $254 Million
- Q2 2024
A detailed history of Colton Groome Financial Advisors, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 4,870 shares of XVV stock, worth $218,663. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,870Holding current value
$218,663% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
91Shares Held
2.79MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$37 Million2.07% of portfolio
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Becker Capital Management Inc207KShares$9.28 Million0.3% of portfolio
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Retirement Capital Strategies148KShares$6.63 Million2.5% of portfolio
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Lpl Financial LLC Fort Mill, SC122KShares$5.49 Million0.0% of portfolio
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Better Money Decisions, LLC99.2KShares$4.45 Million3.15% of portfolio