Financial Council Asset Management Inc Ishares Tr Esg Screened S&P 50 Transaction History
Financial Council Asset Management Inc
- $192 Million
- Q3 2024
A detailed history of Financial Council Asset Management Inc transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Financial Council Asset Management Inc holds 32,295 shares of XVV stock, worth $1.52 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
32,295
Previous 32,682
1.18%
Holding current value
$1.52 Million
Previous $1.37 Million
3.93%
% of portfolio
0.75%
Previous 0.77%
Shares
4 transactions
Others Institutions Holding XVV
# of Institutions
99Shares Held
2.8MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$38.6 Million2.03% of portfolio
-
Becker Capital Management Inc203KShares$9.54 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.57 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO97.9KShares$4.6 Million0.66% of portfolio
-
Better Money Decisions, LLC93KShares$4.36 Million2.93% of portfolio