Topel & Distasi Wealth Management, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Topel & Distasi Wealth Management, LLC
- $228 Million
- Q2 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 7,023 shares of XVV stock, worth $318,984. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,023
Previous 7,023
-0.0%
Holding current value
$318,984
Previous $282,000
4.61%
% of portfolio
0.13%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding XVV
# of Institutions
96Shares Held
2.8MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$37.4 Million2.03% of portfolio
-
Becker Capital Management Inc207KShares$9.39 Million0.3% of portfolio
-
Retirement Capital Strategies148KShares$6.71 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC122KShares$5.56 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO97.9KShares$4.45 Million0.66% of portfolio