Retirement Capital Strategies Ishares Tr Esg Screened S&P 50 Transaction History
Retirement Capital Strategies
- $249 Million
- Q2 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 147,715 shares of XVV stock, worth $6.51 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
147,715
Previous 749,801
80.3%
Holding current value
$6.51 Million
Previous $30.2 Million
79.44%
% of portfolio
2.5%
Previous 12.35%
Shares
11 transactions
Others Institutions Holding XVV
# of Institutions
96Shares Held
2.83MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$36.3 Million2.03% of portfolio
-
Becker Capital Management Inc207KShares$9.11 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC122KShares$5.39 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO97.9KShares$4.32 Million0.66% of portfolio
-
Better Money Decisions, LLC93KShares$4.1 Million2.93% of portfolio