Leverty Financial Group, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Leverty Financial Group, LLC
- $148 Million
- Q2 2024
A detailed history of Leverty Financial Group, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Leverty Financial Group, LLC holds 5,565 shares of XVV stock, worth $234,954. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,565
Previous 6,710
17.06%
Holding current value
$234,954
Previous $270,000
13.33%
% of portfolio
0.16%
Previous 0.18%
Shares
6 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