Leverty Financial Group, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Leverty Financial Group, LLC
- $195 Million
- Q4 2024
A detailed history of Leverty Financial Group, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Leverty Financial Group, LLC holds 9,666 shares of XVV stock, worth $417,571. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,666
Previous 5,565
73.69%
Holding current value
$417,571
Previous $246,000
77.64%
% of portfolio
0.22%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding XVV
# of Institutions
113Shares Held
3.04MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$35.6 Million2.08% of portfolio
-
Becker Capital Management Inc203KShares$8.78 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC144KShares$6.21 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO95KShares$4.1 Million0.64% of portfolio
-
Jnba Financial Advisors94.6KShares$4.09 Million0.44% of portfolio