Atlantic Private Wealth, LLC Ishares Tr Esg Screened S&P Mi Transaction History
Atlantic Private Wealth, LLC
- $131 Million
- Q3 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 16,166 shares of XJH stock, worth $713,082. This represents 0.52% of its overall portfolio holdings.
Number of Shares
16,166
Previous 16,444
1.69%
Holding current value
$713,082
Previous $650,000
5.08%
% of portfolio
0.52%
Previous 0.53%
Shares
9 transactions
Others Institutions Holding XJH
# of Institutions
125Shares Held
3.69MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC446KShares$19.7 Million0.0% of portfolio
-
Eastern Bank381KShares$16.8 Million0.3% of portfolio
-
Raymond James & Associates St Petersburg, FL374KShares$16.5 Million0.01% of portfolio
-
Bailard, Inc.206KShares$9.08 Million0.23% of portfolio
-
Mariner, LLC Overland Park, KS163KShares$7.17 Million0.01% of portfolio