Wcg Wealth Advisors LLC Ishares Tr Esg Screened S&P 50 Transaction History
Wcg Wealth Advisors LLC
- $1.35 Billion
- Q2 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 10,125 shares of XVV stock, worth $459,877. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,125
Previous 10,125
-0.0%
Holding current value
$459,877
Previous $407,000
4.67%
% of portfolio
0.03%
Previous 0.03%
Shares
1 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