Wealth Shield Partners, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 319 shares of XVV stock, worth $15,031. This represents 0.0% of its overall portfolio holdings.

Number of Shares

319

Holding current value

$15,031

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$43.67 - $47.04 $13,930 - $15,005	319 New	319 $14,000

Others Institutions Holding XVV

# of Institutions

110

Shares Held

2.98M

Call Options Held

Put Options Held

Sun Life Financial Inc Toronto, A6

823K
Shares

$38.8 Million
2.08% of portfolio
Becker Capital Management Inc

203K
Shares

$9.57 Million
0.3% of portfolio
Lpl Financial LLC Fort Mill, SC

144K
Shares

$6.77 Million
0.0% of portfolio
Bsw Wealth Partners Boulder, CO

95K
Shares

$4.47 Million
0.64% of portfolio
Jnba Financial Advisors

94.6K
Shares

$4.46 Million
0.44% of portfolio

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About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
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Wealth Shield Partners, LLC Ishares Tr Esg Screened S&P 50 Transaction History