Kestra Advisory Services, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Kestra Advisory Services, LLC

  • $17.6 Billion
  • Q2 2024

A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 12,549 shares of XVV stock, worth $549,520. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,549
Previous 8,925 40.61%
Holding current value
$549,520
Previous $359,000 46.8%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$37.92 - $42.28 $137,422 - $153,222
3,624 Added 40.61%
12,549 $527,000
Q1 2024

May 15, 2024
BUY
$35.72 - $40.29 $32,505 - $36,663
910 Added 11.35%
8,925 $359,000
Q4 2023

Feb 14, 2024
BUY
$31.17 - $36.51 $249,827 - $292,627
8,015 New
8,015 $291,000

Others Institutions Holding XVV

# of Institutions
90
Shares Held
2.77M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P 50

XVV Quotes by TradingView
  • Ticker XVV
  • Sector ETFs
  • Industry ETFs
More about XVV
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, 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 Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email