Lpl Financial LLC Ishares Tr Esg Screened S&P 50 Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Lpl Financial LLC holds 196,706 shares of XVV stock, worth $9.67 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
196,706
Previous 173,473
13.39%
Holding current value
$9.67 Million
Previous $7.42 Million
26.4%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding XVV
# of Institutions
122Shares Held
3.12MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$40.5 Million2.15% of portfolio
-
Becker Capital Management Inc227KShares$11.2 Million0.35% of portfolio
-
Better Money Decisions, LLC88.6KShares$4.36 Million2.58% of portfolio
-
Jnba Financial Advisors82.6KShares$4.06 Million0.38% of portfolio
-
Wharton Business Group, LLC Malvern, PA76.4KShares$3.76 Million0.15% of portfolio