Horst & Graben Wealth Management LLC Ishares Tr Esg Screened S&P 50 Transaction History
Horst & Graben Wealth Management LLC
- $573 Million
- Q3 2025
A detailed history of Horst & Graben Wealth Management LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 3,936 shares of XVV stock, worth $200,421. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,936Holding current value
$200,421% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
127Shares Held
3.15MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$41.9 Million2.15% of portfolio
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Becker Capital Management Inc227KShares$11.6 Million0.35% of portfolio
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Lpl Financial LLC Fort Mill, SC197KShares$10 Million0.0% of portfolio
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Jnba Financial Advisors97KShares$4.94 Million0.46% of portfolio
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Better Money Decisions, LLC88.6KShares$4.51 Million2.58% of portfolio