Topel & Distasi Wealth Management, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 6,949 shares of XVV stock, worth $318,333. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,949
Previous 7,023 1.05%
Holding current value
$318,333
Previous $295,000 4.07%
% of portfolio
0.13%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$39.71 - $44.22 $2,938 - $3,272
-74 Reduced 1.05%
6,949 $307,000
Q1 2024

May 06, 2024
SELL
$35.72 - $40.29 $18,824 - $21,232
-527 Reduced 6.98%
7,023 $282,000
Q4 2023

Jan 12, 2024
SELL
$31.17 - $36.51 $10,597 - $12,413
-340 Reduced 4.31%
7,550 $274,000
Q3 2023

Nov 06, 2023
SELL
$32.3 - $34.83 $13,242 - $14,280
-410 Reduced 4.94%
7,890 $255,000
Q4 2022

Jan 31, 2023
BUY
$26.66 - $30.42 $6,931 - $7,909
260 Added 3.23%
8,300 $235,000
Q3 2022

Nov 21, 2022
BUY
$26.83 - $32.55 $215,713 - $261,701
8,040 New
8,040 $237,000

Others Institutions Holding XVV

# of Institutions
100
Shares Held
2.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P 50

XVV Quotes by TradingView
  • Ticker XVV
  • Sector ETFs
  • Industry ETFs
More about XVV
Track This Portfolio

Track Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email