Magnus Financial Group LLC Ishares Tr Esg Screened S&P 50 Transaction History
Magnus Financial Group LLC
- $971 Million
- Q3 2024
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 15,055 shares of XVV stock, worth $689,368. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,055
Previous 12,092
24.5%
Holding current value
$689,368
Previous $508,000
30.91%
% of portfolio
0.07%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding XVV
# of Institutions
100Shares Held
2.8MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$37.7 Million2.03% of portfolio
-
Becker Capital Management Inc203KShares$9.3 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.41 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO97.9KShares$4.48 Million0.66% of portfolio
-
Better Money Decisions, LLC93KShares$4.26 Million2.93% of portfolio