Us Financial Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Us Financial Advisors, LLC
- $324 Million
- Q4 2024
A detailed history of Us Financial Advisors, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Us Financial Advisors, LLC holds 29,877 shares of XVV stock, worth $1.26 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
29,877
Previous 30,257
1.26%
Holding current value
$1.26 Million
Previous $1.34 Million
1.2%
% of portfolio
0.42%
Previous 0.42%
Shares
9 transactions
Others Institutions Holding XVV
# of Institutions
114Shares Held
3.07MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$34.8 Million2.08% of portfolio
-
Becker Capital Management Inc203KShares$8.59 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC144KShares$6.07 Million0.0% of portfolio
-
Jnba Financial Advisors87.6KShares$3.7 Million0.39% of portfolio
-
Better Money Decisions, LLC86.8KShares$3.67 Million2.47% of portfolio