Buffington Mohr Mc Neal Ishares Tr Esg Screened S&P 50 Transaction History
Buffington Mohr Mc Neal
- $605 Million
- Q3 2024
A detailed history of Buffington Mohr Mc Neal transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Buffington Mohr Mc Neal holds 9,262 shares of XVV stock, worth $421,606. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,262
Previous 9,262
-0.0%
Holding current value
$421,606
Previous $389,000
5.14%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
100Shares Held
2.8MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$37.5 Million2.03% of portfolio
-
Becker Capital Management Inc203KShares$9.24 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.37 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO97.9KShares$4.46 Million0.66% of portfolio
-
Better Money Decisions, LLC93KShares$4.23 Million2.93% of portfolio