Cresset Asset Management, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Cresset Asset Management, LLC
- $17.3 Billion
- Q4 2024
A detailed history of Cresset Asset Management, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Cresset Asset Management, LLC holds 11,995 shares of XVV stock, worth $555,368. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,995
Previous 5,568
115.43%
Holding current value
$555,368
Previous $246,000
120.73%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XVV
# of Institutions
113Shares Held
3.04MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$38.1 Million2.08% of portfolio
-
Becker Capital Management Inc203KShares$9.41 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC144KShares$6.65 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO95KShares$4.4 Million0.64% of portfolio
-
Jnba Financial Advisors94.6KShares$4.38 Million0.44% of portfolio