Kcs Wealth Advisory Ishares Tr Esg Screened S&P 50 Transaction History
Kcs Wealth Advisory
- $224 Million
- Q3 2023
Shares
3 transactions
Others Institutions Holding XVV
# of Institutions
90Shares Held
2.77MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$35.7 Million2.07% of portfolio
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Becker Capital Management Inc207KShares$8.96 Million0.3% of portfolio
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Retirement Capital Strategies148KShares$6.41 Million2.5% of portfolio
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Lpl Financial LLC Fort Mill, SC122KShares$5.31 Million0.0% of portfolio
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Better Money Decisions, LLC99.2KShares$4.3 Million3.15% of portfolio