Asset Dedication, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Asset Dedication, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Asset Dedication, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Asset Dedication, LLC holds 11,454 shares of XVV stock, worth $533,183. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,454
Previous 11,454
-0.0%
Holding current value
$533,183
Previous $481,000
5.2%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
100Shares Held
2.8MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$38.3 Million2.03% of portfolio
-
Becker Capital Management Inc203KShares$9.45 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.51 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO97.9KShares$4.56 Million0.66% of portfolio
-
Better Money Decisions, LLC93KShares$4.33 Million2.93% of portfolio