New Edge Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 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 $104,355. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,278
Previous 2,278
-0.0%
Holding current value
$104,355
Previous $95,000
5.26%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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