Gould Asset Management LLC Ishares Tr Esg Screened S&P 50 Transaction History
Gould Asset Management LLC
- $431 Million
- Q2 2024
A detailed history of Gould Asset Management LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Gould Asset Management LLC holds 37,510 shares of XVV stock, worth $1.65 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
37,510
Previous 37,510
-0.0%
Holding current value
$1.65 Million
Previous $1.51 Million
4.37%
% of portfolio
0.37%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding XVV
# of Institutions
90Shares Held
2.77MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$36.2 Million2.07% of portfolio
-
Becker Capital Management Inc207KShares$9.1 Million0.3% of portfolio
-
Retirement Capital Strategies148KShares$6.5 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC122KShares$5.38 Million0.0% of portfolio
-
Better Money Decisions, LLC99.2KShares$4.37 Million3.15% of portfolio