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

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 1,343 shares of XVV stock, worth $62,637. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,343

Holding current value

$62,637

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$43.67 - $47.04 $58,648 - $63,174	1,343 New	1,343 $60.8 Million

Others Institutions Holding XVV

# of Institutions

108

Shares Held

2.98M

Call Options Held

Put Options Held

Sun Life Financial Inc Toronto, A6

823K
Shares

$38.4 Million
2.03% of portfolio
Becker Capital Management Inc

203K
Shares

$9.47 Million
0.3% of portfolio
Lpl Financial LLC Fort Mill, SC

144K
Shares

$6.7 Million
0.0% of portfolio
Bsw Wealth Partners Boulder, CO

95K
Shares

$4.43 Million
0.64% of portfolio
Jnba Financial Advisors

94.6K
Shares

$4.41 Million
0.44% of portfolio

View Full List

About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

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