Alpine Bank Wealth Management Ishares Tr Esg Screened S&P 50 Transaction History
Alpine Bank Wealth Management
- $711 Billion
- Q3 2025
A detailed history of Alpine Bank Wealth Management transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Alpine Bank Wealth Management holds 81,311 shares of XVV stock, worth $4.22 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
81,311
Previous 70,866
14.74%
Holding current value
$4.22 Million
Previous $3.38 Billion
23.96%
% of portfolio
0.59%
Previous 0.51%
Shares
3 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