Curtis Advisory Group, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Curtis Advisory Group, LLC
- $420 Million
- Q3 2025
A detailed history of Curtis Advisory Group, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 6,326 shares of XVV stock, worth $327,939. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,326Holding current value
$327,939% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
134Shares Held
3.43MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$42.7 Million2.16% of portfolio
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Becker Capital Management Inc226KShares$11.7 Million0.35% of portfolio
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Lpl Financial LLC Fort Mill, SC218KShares$11.3 Million0.0% of portfolio
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Brown Advisory Inc159KShares$8.27 Million0.01% of portfolio
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Jnba Financial Advisors97KShares$5.03 Million0.46% of portfolio