Jnba Financial Advisors Ishares Tr Esg Screened S&P 50 Transaction History
Jnba Financial Advisors
- $1.03 Billion
- Q2 2025
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 82,601 shares of XVV stock, worth $4.06 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
82,601
Previous 87,589
5.69%
Holding current value
$4.06 Million
Previous $3.75 Million
5.12%
% of portfolio
0.38%
Previous 0.39%
Shares
13 transactions
Others Institutions Holding XVV
# of Institutions
122Shares Held
3.12MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$40.5 Million2.15% of portfolio
-
Becker Capital Management Inc227KShares$11.2 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC197KShares$9.67 Million0.0% of portfolio
-
Better Money Decisions, LLC88.6KShares$4.36 Million2.58% of portfolio
-
Wharton Business Group, LLC Malvern, PA76.4KShares$3.76 Million0.15% of portfolio