Sun Life Financial Inc Ishares Tr Esg Screened S&P 50 Transaction History
Sun Life Financial Inc
- $1.59 Billion
- Q1 2024
A detailed history of Sun Life Financial Inc transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Sun Life Financial Inc holds 823,040 shares of XVV stock, worth $34.9 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
823,040
Previous 823,040
-0.0%
Holding current value
$34.9 Million
Previous $29.9 Million
10.73%
% of portfolio
2.09%
Previous 1.81%
Shares
7 transactions
Others Institutions Holding XVV
# of Institutions
79Shares Held
3.26MCall Options Held
0Put Options Held
0-
Retirement Capital Strategies750KShares$31.8 Million12.35% of portfolio
-
Becker Capital Management Inc234KShares$9.91 Million0.33% of portfolio
-
Bsw Wealth Partners Boulder, CO110KShares$4.66 Million0.76% of portfolio
-
Better Money Decisions, LLC96.4KShares$4.08 Million3.09% of portfolio
-
Wharton Business Group, LLC Malvern, PA86.4KShares$3.66 Million0.17% of portfolio