Sound View Wealth Advisors Group, LLC Ishares Tr Esg Screened S&P Mi Transaction History
Sound View Wealth Advisors Group, LLC
- $933 Million
- Q1 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 7,798 shares of XJH stock, worth $306,851. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,798
Previous 7,813
0.19%
Holding current value
$306,851
Previous $294,000
8.84%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding XJH
# of Institutions
109Shares Held
3.05MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC364KShares$14.3 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL333KShares$13.1 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL246KShares$9.69 Million0.02% of portfolio
-
Bailard, Inc.199KShares$7.85 Million0.23% of portfolio
-
Mariner, LLC Overland Park, KS140KShares$5.52 Million0.01% of portfolio