Asset Dedication, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Asset Dedication, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Asset Dedication, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Asset Dedication, LLC holds 11,454 shares of XVV stock, worth $539,597. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,454
Previous 11,454
-0.0%
Holding current value
$539,597
Previous $506,000
2.37%
% of portfolio
0.04%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
112Shares Held
3.08MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$38.8 Million2.08% of portfolio
-
Becker Capital Management Inc203KShares$9.58 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC144KShares$6.77 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO95KShares$4.47 Million0.64% of portfolio
-
Jnba Financial Advisors94.6KShares$4.46 Million0.44% of portfolio