Sage Mountain Advisors LLC Ishares Tr Esg Screened S&P 50 Transaction History

Sage Mountain Advisors LLC

  • $1.35 Billion
  • Q4 2024

A detailed history of Sage Mountain Advisors LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 14,073 shares of XVV stock, worth $643,839. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,073
Previous 13,390 5.1%
Holding current value
$643,839
Previous $592,000 7.6%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$43.67 - $47.04 $29,826 - $32,128
683 Added 5.1%
14,073 $637,000
Q3 2024

Oct 29, 2024
BUY
$39.71 - $44.22 $531,716 - $592,105
13,390 New
13,390 $592,000

Others Institutions Holding XVV

# of Institutions
113
Shares Held
3.04M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P 50

XVV Quotes by TradingView
  • Ticker XVV
  • Sector ETFs
  • Industry ETFs
More about XVV
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