Gray Private Wealth, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Gray Private Wealth, LLC
- $198 Billion
- Q3 2025
A detailed history of Gray Private Wealth, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Gray Private Wealth, LLC holds 6,576 shares of XVV stock, worth $340,899. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,576
Previous 6,576
-0.0%
Holding current value
$340,899
Previous $314 Million
8.04%
% of portfolio
0.17%
Previous 0.17%
Shares
1 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