Carolina Wealth Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Carolina Wealth Advisors, LLC
- $213 Million
- Q4 2025
A detailed history of Carolina Wealth Advisors, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 403 shares of XVV stock, worth $20,891. This represents 0.01% of its overall portfolio holdings.
Number of Shares
403Holding current value
$20,891% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
135Shares Held
3.43MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$42.7 Million2.16% of portfolio
-
Becker Capital Management Inc226KShares$11.7 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC218KShares$11.3 Million0.0% of portfolio
-
Brown Advisory Inc159KShares$8.27 Million0.01% of portfolio
-
Jnba Financial Advisors97KShares$5.03 Million0.46% of portfolio