Envestnet Asset Management Inc Ishares Tr Esg Screened S&P 50 Transaction History
Envestnet Asset Management Inc
- $281 Billion
- Q2 2024
A detailed history of Envestnet Asset Management Inc transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Envestnet Asset Management Inc holds 22,680 shares of XVV stock, worth $999,961. This represents 0.0% of its overall portfolio holdings.
Number of Shares
22,680
Previous 20,628
9.95%
Holding current value
$999,961
Previous $831,000
14.68%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding XVV
# of Institutions
96Shares Held
2.83MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$36.3 Million2.03% of portfolio
-
Becker Capital Management Inc207KShares$9.11 Million0.3% of portfolio
-
Retirement Capital Strategies148KShares$6.51 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC122KShares$5.39 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO97.9KShares$4.32 Million0.66% of portfolio