Atlantic Private Wealth, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Atlantic Private Wealth, LLC
- $122 Million
- Q2 2024
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 84,942 shares of XVV stock, worth $3.81 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
84,942
Previous 84,786
0.18%
Holding current value
$3.81 Million
Previous $3.42 Million
4.54%
% of portfolio
2.93%
Previous 2.86%
Shares
9 transactions
Others Institutions Holding XVV
# of Institutions
91Shares Held
2.79MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$37 Million2.07% of portfolio
-
Becker Capital Management Inc207KShares$9.28 Million0.3% of portfolio
-
Retirement Capital Strategies148KShares$6.63 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC122KShares$5.49 Million0.0% of portfolio
-
Better Money Decisions, LLC99.2KShares$4.45 Million3.15% of portfolio