Asset Dedication, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Asset Dedication, LLC
- $1.21 Billion
- Q1 2025
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 $520,355. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,454
Previous 11,454
-0.0%
Holding current value
$520,355
Previous $518,000
5.41%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
117Shares Held
3.09MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$37.4 Million2.23% of portfolio
-
Becker Capital Management Inc231KShares$10.5 Million0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC173KShares$7.88 Million0.0% of portfolio
-
Jnba Financial Advisors87.6KShares$3.98 Million0.39% of portfolio
-
Better Money Decisions, LLC86.8KShares$3.94 Million2.47% of portfolio