Asset Dedication, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Asset Dedication, LLC
- $1.35 Billion
- Q2 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 $583,237. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,454
Previous 11,454
-0.0%
Holding current value
$583,237
Previous $490,000
11.43%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
125Shares Held
3.13MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$41.9 Million2.15% of portfolio
-
Becker Capital Management Inc227KShares$11.6 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC197KShares$10 Million0.0% of portfolio
-
Better Money Decisions, LLC88.6KShares$4.51 Million2.58% of portfolio
-
Jnba Financial Advisors82.6KShares$4.21 Million0.38% of portfolio