Wcg Wealth Advisors LLC Ishares Tr Esg Screened S&P 50 Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 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 $460,687. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,125
Previous 10,125 -0.0%
Holding current value
$460,687
Previous $426,000 5.16%
% of portfolio
0.03%
Previous 0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023
BUY
$28.21 - $31.33 $285,626 - $317,216
10,125 New
10,125 $313,000

Others Institutions Holding XVV

# of Institutions
100
Shares Held
2.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P 50

XVV Quotes by TradingView
  • Ticker XVV
  • Sector ETFs
  • Industry ETFs
More about XVV
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email