Wcg Wealth Advisors LLC Ishares Tr Esg Screened S&P 50 Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 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 $427,781. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,125
Previous 10,125
-0.0%
Holding current value
$427,781
Previous $448,000
2.23%
% of portfolio
0.03%
Previous 0.03%
Shares
1 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