Alpine Bank Wealth Management Ishares Tr Esg Screened S&P 50 Transaction History
Alpine Bank Wealth Management
- $662 Billion
- Q2 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 70,866 shares of XVV stock, worth $3.49 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
70,866
Previous 77,966
9.11%
Holding current value
$3.49 Million
Previous $3.34 Billion
1.32%
% of portfolio
0.51%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding XVV
# of Institutions
122Shares Held
3.12MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$40.5 Million2.15% of portfolio
-
Becker Capital Management Inc227KShares$11.2 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC197KShares$9.67 Million0.0% of portfolio
-
Better Money Decisions, LLC88.6KShares$4.36 Million2.58% of portfolio
-
Jnba Financial Advisors82.6KShares$4.06 Million0.38% of portfolio