Wharton Business Group, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Wharton Business Group, LLC
- $2.22 Billion
- Q4 2024
A detailed history of Wharton Business Group, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Wharton Business Group, LLC holds 83,200 shares of XVV stock, worth $3.93 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
83,200
Previous 86,400
3.7%
Holding current value
$3.93 Million
Previous $3.82 Million
1.36%
% of portfolio
0.17%
Previous 0.17%
Shares
12 transactions
Others Institutions Holding XVV
# of Institutions
113Shares Held
3.04MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$38.9 Million2.08% of portfolio
-
Becker Capital Management Inc203KShares$9.61 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC144KShares$6.79 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO95KShares$4.49 Million0.64% of portfolio
-
Jnba Financial Advisors94.6KShares$4.47 Million0.44% of portfolio