Fsa Wealth Management LLC Ishares Tr Esg Screened S&P 50 Transaction History
Fsa Wealth Management LLC
- $250 Million
- Q3 2024
A detailed history of Fsa Wealth Management LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Fsa Wealth Management LLC holds 125 shares of XVV stock, worth $5,690. This represents 0.0% of its overall portfolio holdings.
Number of Shares
125Holding current value
$5,690% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
100Shares Held
2.8MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$37.5 Million2.03% of portfolio
-
Becker Capital Management Inc203KShares$9.24 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.37 Million0.0% of portfolio
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Bsw Wealth Partners Boulder, CO97.9KShares$4.46 Million0.66% of portfolio
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Better Money Decisions, LLC93KShares$4.23 Million2.93% of portfolio