A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,607 shares of XVV stock, worth $451,964. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,607
Holding current value
$451,964
% of portfolio
0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$42.24 - $47.29 $448,039 - $501,605
10,607 New
10,607 $453,000

Others Institutions Holding XVV

About ISHARES TR ESG SCREENED S&P 50


  • Ticker XVV
  • Sector ETFs
  • Industry ETFs
More about XVV
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.