Spire Wealth Management Ishares Tr Esg Screened S&P 50 Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
A detailed history of Spire Wealth Management transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Spire Wealth Management holds 365 shares of XVV stock, worth $17,388. This represents 0.0% of its overall portfolio holdings.
Number of Shares
365
Previous 365
-0.0%
Holding current value
$17,388
Previous $16,000
6.25%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding XVV
# of Institutions
117Shares Held
3.09MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$39.2 Million2.23% of portfolio
-
Becker Capital Management Inc231KShares$11 Million0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC173KShares$8.26 Million0.0% of portfolio
-
Jnba Financial Advisors87.6KShares$4.17 Million0.39% of portfolio
-
Better Money Decisions, LLC86.8KShares$4.13 Million2.47% of portfolio