Jnba Financial Advisors Ishares Tr Esg Screened S&P 50 Transaction History
Jnba Financial Advisors
- $980 Million
- Q3 2024
A detailed history of Jnba Financial Advisors transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Jnba Financial Advisors holds 81,352 shares of XVV stock, worth $3.59 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
81,352
Previous 58,618
38.78%
Holding current value
$3.59 Million
Previous $2.46 Million
45.98%
% of portfolio
0.37%
Previous 0.26%
Shares
10 transactions
Others Institutions Holding XVV
# of Institutions
96Shares Held
2.83MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$36.3 Million2.03% of portfolio
-
Becker Capital Management Inc207KShares$9.11 Million0.3% of portfolio
-
Retirement Capital Strategies148KShares$6.51 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC122KShares$5.39 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO97.9KShares$4.32 Million0.66% of portfolio