Retirement Capital Strategies Ishares Tr Esg Screened S&P 50 Transaction History
Retirement Capital Strategies
- $255 Million
- Q3 2024
A detailed history of Retirement Capital Strategies transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Retirement Capital Strategies holds 53,557 shares of XVV stock, worth $2.45 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
53,557
Previous 147,715
63.74%
Holding current value
$2.45 Million
Previous $6.21 Million
61.87%
% of portfolio
0.93%
Previous 2.5%
Shares
12 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