Focused Wealth Management, Inc Ishares Tr Esg Screened S&P 50 Transaction History
Focused Wealth Management, Inc
- $742 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding XVV
# of Institutions
113Shares Held
3.02MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$33.1 Million2.08% of portfolio
-
Becker Capital Management Inc203KShares$8.18 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC144KShares$5.78 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO95KShares$3.82 Million0.64% of portfolio
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Jnba Financial Advisors94.6KShares$3.81 Million0.44% of portfolio