Gould Asset Management LLC Ishares Tr Esg Screened S&P 50 Transaction History
Gould Asset Management LLC
- $464 Million
- Q3 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 $1.72 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
37,510
Previous 37,510
-0.0%
Holding current value
$1.72 Million
Previous $1.58 Million
5.14%
% of portfolio
0.36%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding XVV
# of Institutions
100Shares Held
2.8MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$37.7 Million2.03% of portfolio
-
Becker Capital Management Inc203KShares$9.3 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.41 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO97.9KShares$4.48 Million0.66% of portfolio
-
Better Money Decisions, LLC93KShares$4.26 Million2.93% of portfolio