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 $279,408. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,865
Previous 6,676 12.15%
Holding current value
$279,408
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
117
Shares Held
3.09M
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 Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email