Retirement Capital Strategies Ishares Tr Esg Screened S&P 50 Transaction History
Retirement Capital Strategies
- $250 Million
- Q1 2025
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 25,714 shares of XVV stock, worth $1.22 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
25,714
Previous 51,187
49.76%
Holding current value
$1.22 Million
Previous $2.32 Million
52.55%
% of portfolio
0.44%
Previous 0.9%
Shares
14 transactions
Others Institutions Holding XVV
# of Institutions
117Shares Held
3.09MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$39 Million2.23% of portfolio
-
Becker Capital Management Inc231KShares$10.9 Million0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC173KShares$8.22 Million0.0% of portfolio
-
Jnba Financial Advisors87.6KShares$4.15 Million0.39% of portfolio
-
Better Money Decisions, LLC86.8KShares$4.11 Million2.47% of portfolio