Cornerstone Wealth Management, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Cornerstone Wealth Management, LLC

  • $1.39 Billion
  • Q3 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023
BUY
$28.21 - $31.33 $190,276 - $211,320
6,745 New
6,745 $208,000
Q2 2022

Aug 04, 2022
BUY
$27.39 - $34.76 $193,729 - $245,857
7,073 New
7,073 $201,000

Others Institutions Holding XVV

# of Institutions
96
Shares Held
2.8M
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
Track This Portfolio

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email