Heritage Wealth Management, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Heritage Wealth Management, LLC
- $200 Million
- Q1 2024
A detailed history of Heritage Wealth Management, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 10,937 shares of XVV stock, worth $463,291. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,937
Previous 11,136
1.79%
Holding current value
$463,291
Previous $405,000
8.64%
% of portfolio
0.22%
Previous 0.22%
Shares
9 transactions
Others Institutions Holding XVV
# of Institutions
79Shares Held
3.26MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$34.9 Million2.09% of portfolio
-
Retirement Capital Strategies750KShares$31.8 Million12.35% of portfolio
-
Becker Capital Management Inc234KShares$9.91 Million0.33% of portfolio
-
Bsw Wealth Partners Boulder, CO110KShares$4.66 Million0.76% of portfolio
-
Better Money Decisions, LLC96.4KShares$4.08 Million3.09% of portfolio