Fsa Wealth Management LLC Ishares Tr Esg Screened S&P 50 Transaction History

Fsa Wealth Management LLC

$250 Million
Q3 2024

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 $5,796. This represents 0.0% of its overall portfolio holdings.

Number of Shares

125

Holding current value

$5,796

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$39.71 - $44.22 $4,963 - $5,527	125 New	125 $5,000

Others Institutions Holding XVV

# of Institutions

106

Shares Held

2.96M

Call Options Held

Put Options Held

Sun Life Financial Inc Toronto, A6

823K
Shares

$38.2 Million
2.03% of portfolio
Becker Capital Management Inc

203K
Shares

$9.42 Million
0.3% of portfolio
Lpl Financial LLC Fort Mill, SC

140K
Shares

$6.49 Million
0.0% of portfolio
Bsw Wealth Partners Boulder, CO

95K
Shares

$4.4 Million
0.64% of portfolio
Jnba Financial Advisors

94.6K
Shares

$4.39 Million
0.44% of portfolio

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About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
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Fsa Wealth Management LLC Ishares Tr Esg Screened S&P 50 Transaction History