Us Financial Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Us Financial Advisors, LLC
- $338 Million
- Q1 2025
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 31,236 shares of XVV stock, worth $1.54 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
31,236
Previous 29,877
4.55%
Holding current value
$1.54 Million
Previous $1.35 Million
1.26%
% of portfolio
0.4%
Previous 0.42%
Shares
10 transactions
Others Institutions Holding XVV
# of Institutions
122Shares Held
3.12MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$40.5 Million2.15% of portfolio
-
Becker Capital Management Inc227KShares$11.2 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC197KShares$9.67 Million0.0% of portfolio
-
Better Money Decisions, LLC88.6KShares$4.36 Million2.58% of portfolio
-
Jnba Financial Advisors82.6KShares$4.06 Million0.38% of portfolio