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 $15,530. This represents 0.0% of its overall portfolio holdings.
Number of Shares
365
Previous 365
-0.0%
Holding current value
$15,530
Previous $16,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding XVV
# of Institutions
115Shares Held
3.04MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$35 Million2.08% of portfolio
-
Becker Capital Management Inc203KShares$8.65 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC144KShares$6.11 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO95KShares$4.04 Million0.64% of portfolio
-
Jnba Financial Advisors94.6KShares$4.03 Million0.44% of portfolio