Asset Dedication, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Asset Dedication, LLC
- $1.46 Billion
- Q3 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 $505,006. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,454
Previous 11,454
-0.0%
Holding current value
$505,006
Previous $481,000
5.2%
% of portfolio
0.03%
Previous 0.03%
Shares
1 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