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

Veridan Wealth LLC

$213 Billion
Q4 2024

A detailed history of Veridan Wealth LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Veridan Wealth LLC holds 13,458 shares of XVV stock, worth $625,258. This represents 0.29% of its overall portfolio holdings.

Number of Shares

13,458

Holding current value

$625,258

% of portfolio

0.29%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$43.67 - $47.04 $587,710 - $633,064	13,458 New	13,458 $621 Million

Others Institutions Holding XVV

# of Institutions

104

Shares Held

2.9M

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

$9.44 Million
0.3% of portfolio
Lpl Financial LLC Fort Mill, SC

140K
Shares

$6.5 Million
0.0% of portfolio
Bsw Wealth Partners Boulder, CO

95K
Shares

$4.41 Million
0.64% of portfolio
Jnba Financial Advisors

94.6K
Shares

$4.4 Million
0.44% of portfolio

View Full List

About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

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