Fsa Wealth Management LLC Ishares Tr Esg Screened S&P 50 Transaction History
Fsa Wealth Management LLC
- $323 Million
- Q3 2025
A detailed history of Fsa Wealth Management LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Fsa Wealth Management LLC holds 125 shares of XVV stock, worth $6,480. This represents 0.0% of its overall portfolio holdings.
Number of Shares
125
Previous 125
-0.0%
Holding current value
$6,480
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
134Shares 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