Jnba Financial Advisors Ishares Tr Esg Screened S&P 50 Transaction History
Jnba Financial Advisors
- $947 Million
- Q2 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 58,618 shares of XVV stock, worth $2.47 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
58,618
Previous 40,162
45.95%
Holding current value
$2.47 Million
Previous $1.62 Million
52.29%
% of portfolio
0.26%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding XVV
# of Institutions
90Shares Held
2.77MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$34.7 Million2.07% of portfolio
-
Becker Capital Management Inc207KShares$8.72 Million0.3% of portfolio
-
Retirement Capital Strategies148KShares$6.24 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC122KShares$5.16 Million0.0% of portfolio
-
Better Money Decisions, LLC99.2KShares$4.19 Million3.15% of portfolio