Confluence Wealth Services, Inc. Ishares Tr Esg Screened S&P 50 Transaction History

Confluence Wealth Services, Inc.

  • $1.21 Billion
  • Q2 2024

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 4,816 shares of XVV stock, worth $208,821. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,816
Holding current value
$208,821
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$37.92 - $42.28 $182,622 - $203,620
4,816 New
4,816 $202,000
Q1 2022

Apr 26, 2022
SELL
$31.52 - $36.94 $141,682 - $166,045
-4,495 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$32.93 - $37.02 $148,020 - $166,404
4,495 New
4,495 $165,000

Others Institutions Holding XVV

# of Institutions
90
Shares Held
2.77M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P 50

XVV Quotes by TradingView
  • Ticker XVV
  • Sector ETFs
  • Industry ETFs
More about XVV
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