Pathstone Holdings, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Pathstone Holdings, LLC
- $22.3 Billion
- Q3 2024
A detailed history of Pathstone Holdings, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Pathstone Holdings, LLC holds 10,173 shares of XVV stock, worth $471,722. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,173
Previous 10,173
-0.0%
Holding current value
$471,722
Previous $427,000
5.15%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
106Shares Held
2.96MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$38.2 Million2.03% of portfolio
-
Becker Capital Management Inc203KShares$9.42 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.49 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO95KShares$4.4 Million0.64% of portfolio
-
Jnba Financial Advisors94.6KShares$4.39 Million0.44% of portfolio