Gould Asset Management LLC Ishares Tr Esg Screened S&P 50 Transaction History
Gould Asset Management LLC
- $534 Million
- Q3 2025
A detailed history of Gould Asset Management LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Gould Asset Management LLC holds 41,043 shares of XVV stock, worth $2.13 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
41,043
Previous 39,655
3.5%
Holding current value
$2.13 Million
Previous $1.89 Million
11.79%
% of portfolio
0.4%
Previous 0.37%
Shares
9 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