Navalign, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Navalign, LLC
- $337 Million
- Q3 2024
A detailed history of Navalign, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Navalign, LLC holds 9,770 shares of XVV stock, worth $430,759. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,770
Previous 9,770
-0.0%
Holding current value
$430,759
Previous $410,000
5.37%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding XVV
# of Institutions
96Shares Held
2.83MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$36.3 Million2.03% of portfolio
-
Becker Capital Management Inc207KShares$9.11 Million0.3% of portfolio
-
Retirement Capital Strategies148KShares$6.51 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC122KShares$5.39 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO97.9KShares$4.32 Million0.66% of portfolio