Atlantic Private Wealth, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Atlantic Private Wealth, LLC
- $140 Million
- Q2 2025
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 67,671 shares of XVV stock, worth $3.33 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
67,671
Previous 67,670
-0.0%
Holding current value
$3.33 Million
Previous $2.89 Million
11.51%
% of portfolio
2.3%
Previous 2.29%
Shares
13 transactions
Others Institutions Holding XVV
# of Institutions
122Shares Held
3.12MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$40.5 Million2.15% of portfolio
-
Becker Capital Management Inc227KShares$11.2 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC197KShares$9.67 Million0.0% of portfolio
-
Better Money Decisions, LLC88.6KShares$4.36 Million2.58% of portfolio
-
Jnba Financial Advisors82.6KShares$4.06 Million0.38% of portfolio