United Capital Financial Advisers, LLC Ishares Tr Esg Screened S&P 50 Transaction History
United Capital Financial Advisers, LLC
- $11.5 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
90Shares Held
2.77MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$36 Million2.07% of portfolio
-
Becker Capital Management Inc207KShares$9.05 Million0.3% of portfolio
-
Retirement Capital Strategies148KShares$6.47 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC122KShares$5.36 Million0.0% of portfolio
-
Better Money Decisions, LLC99.2KShares$4.34 Million3.15% of portfolio