Spire Wealth Management Ishares Tr Esg Screened S&P 50 Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
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 $17,074. This represents 0.0% of its overall portfolio holdings.
Number of Shares
365
Previous 365
-0.0%
Holding current value
$17,074
Previous $16,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding XVV
# of Institutions
102Shares Held
2.88MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$38.5 Million2.03% of portfolio
-
Becker Capital Management Inc203KShares$9.5 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.54 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO95KShares$4.44 Million0.64% of portfolio
-
Better Money Decisions, LLC93.8KShares$4.39 Million2.95% of portfolio