New Edge Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, New Edge Advisors, LLC holds 2,278 shares of XVV stock, worth $107,726. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,278
Previous 2,278
-0.0%
Holding current value
$107,726
Previous $100,000
3.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
113Shares Held
3.04MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$38.9 Million2.08% of portfolio
-
Becker Capital Management Inc203KShares$9.61 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC144KShares$6.79 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO95KShares$4.49 Million0.64% of portfolio
-
Jnba Financial Advisors94.6KShares$4.47 Million0.44% of portfolio