Wealth Enhancement Advisory Services, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 5,865 shares of XVV stock, worth $298,645. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,865
Previous 6,676 12.15%
Holding current value
$298,645
Previous $285,000 2.11%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$37.93 - $47.69 $30,761 - $38,676
-811 Reduced 12.15%
5,865 $279,000
Q1 2025

Apr 16, 2025
BUY
$42.24 - $47.29 $12,545 - $14,045
297 Added 4.66%
6,676 $285,000
Q4 2024

Mar 17, 2025
BUY
$43.67 - $47.04 $278,570 - $300,068
6,379 New
6,379 $288,000

Others Institutions Holding XVV

# of Institutions
126
Shares Held
3.14M
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
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