Parkworth Wealth Management, Inc. Ishares Tr Esg Screened S&P 50 Transaction History
Parkworth Wealth Management, Inc.
- $125 Billion
- Q1 2025
A detailed history of Parkworth Wealth Management, Inc. transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Parkworth Wealth Management, Inc. holds 10,633 shares of XVV stock, worth $518,890. This represents 0.36% of its overall portfolio holdings.
Number of Shares
10,633
Previous 10,941
2.82%
Holding current value
$518,890
Previous $496 Million
8.21%
% of portfolio
0.36%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding XVV
# of Institutions
117Shares Held
3.08MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$40.2 Million2.23% of portfolio
-
Becker Capital Management Inc231KShares$11.2 Million0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC173KShares$8.47 Million0.0% of portfolio
-
Better Money Decisions, LLC86.8KShares$4.23 Million2.47% of portfolio
-
Jnba Financial Advisors82.6KShares$4.03 Million0.38% of portfolio