Spire Wealth Management Ishares Tr Esg Screened S&P 50 Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 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 340 shares of XVV stock, worth $14,793. This represents 0.0% of its overall portfolio holdings.
Number of Shares
340
Previous 288
18.06%
Holding current value
$14,793
Previous $10,000
30.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XVV
# of Institutions
79Shares Held
3.26MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$35.8 Million2.09% of portfolio
-
Retirement Capital Strategies750KShares$32.6 Million12.35% of portfolio
-
Becker Capital Management Inc234KShares$10.2 Million0.33% of portfolio
-
Bsw Wealth Partners Boulder, CO110KShares$4.79 Million0.76% of portfolio
-
Better Money Decisions, LLC96.4KShares$4.2 Million3.09% of portfolio