Focused Wealth Management, Inc Ishares Tr Esg Screened S&P 50 Transaction History

Focused Wealth Management, Inc

  • $746 Million
  • Q3 2024

A detailed history of Focused Wealth Management, Inc transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Focused Wealth Management, Inc holds 481 shares of XVV stock, worth $21,847. This represents 0.0% of its overall portfolio holdings.

Number of Shares
481
Holding current value
$21,847
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$39.71 - $44.22 $19,100 - $21,269
481 New
481 $21,000
Q4 2023

Jan 10, 2024
BUY
$31.17 - $36.51 $5,330 - $6,243
171 Added 104.91%
334 $12,000
Q2 2023

Aug 08, 2023
BUY
$30.45 - $33.81 $4,963 - $5,511
163 New
163 $5,000

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
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