Biltmore Family Office, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Biltmore Family Office, LLC
- $528 Million
- Q2 2024
A detailed history of Biltmore Family Office, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Biltmore Family Office, LLC holds 67,046 shares of XVV stock, worth $2.83 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
67,046
Previous 67,046
-0.0%
Holding current value
$2.83 Million
Previous $2.7 Million
4.37%
% of portfolio
0.53%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding XVV
# of Institutions
90Shares Held
2.77MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$34.7 Million2.07% of portfolio
-
Becker Capital Management Inc207KShares$8.72 Million0.3% of portfolio
-
Retirement Capital Strategies148KShares$6.24 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC122KShares$5.16 Million0.0% of portfolio
-
Better Money Decisions, LLC99.2KShares$4.19 Million3.15% of portfolio