Kingswood Wealth Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,068 shares of XVV stock, worth $701,264. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,068
Holding current value
$701,264
% of portfolio
0.05%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$43.67 - $47.04 $658,019 - $708,798
15,068 New
15,068 $683 Million

Others Institutions Holding XVV

# of Institutions
103
Shares Held
2.89M
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
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