New Edge Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 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 $92,099. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,278
Previous 2,278
-0.0%
Holding current value
$92,099
Previous $82,000
10.98%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
79Shares Held
3.26MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$33.3 Million2.09% of portfolio
-
Retirement Capital Strategies750KShares$30.3 Million12.35% of portfolio
-
Becker Capital Management Inc234KShares$9.46 Million0.33% of portfolio
-
Bsw Wealth Partners Boulder, CO110KShares$4.45 Million0.76% of portfolio
-
Better Money Decisions, LLC96.4KShares$3.9 Million3.09% of portfolio