A detailed history of Magnus Financial Group LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Magnus Financial Group LLC holds 12,092 shares of XVV stock, worth $524,309. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,092
Previous 7,988 51.38%
Holding current value
$524,309
Previous $321,000 58.26%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Aug 01, 2024

BUY
$37.92 - $42.28 $155,623 - $173,517
4,104 Added 51.38%
12,092 $508,000
Q1 2024

May 03, 2024

BUY
$35.72 - $40.29 $285,331 - $321,836
7,988 New
7,988 $321,000

Others Institutions Holding XVV

About ISHARES TR ESG SCREENED S&P 50


  • Ticker XVV
  • Sector ETFs
  • Industry ETFs
More about XVV
Track This Portfolio

Track Magnus Financial Group LLC Portfolio

Follow Magnus Financial Group 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 Magnus Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Magnus Financial Group LLC with notifications on news.