Buffington Mohr Mc Neal Ishares Tr Esg Screened S&P 50 Transaction History
Buffington Mohr Mc Neal
- $600 Million
- Q4 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 11,262 shares of XVV stock, worth $486,518. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,262
Previous 9,262
21.59%
Holding current value
$486,518
Previous $409,000
24.69%
% of portfolio
0.09%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding XVV
# of Institutions
113Shares Held
3.04MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$35.6 Million2.08% of portfolio
-
Becker Capital Management Inc203KShares$8.78 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC144KShares$6.21 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO95KShares$4.1 Million0.64% of portfolio
-
Jnba Financial Advisors94.6KShares$4.09 Million0.44% of portfolio