Buffington Mohr Mc Neal Ishares Tr Esg Screened S&P 50 Transaction History
Buffington Mohr Mc Neal
- $505 Million
- Q1 2025
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 $573,461. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,262
Previous 11,262
-0.0%
Holding current value
$573,461
Previous $510,000
5.69%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding XVV
# of Institutions
127Shares Held
3.16MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$41.9 Million2.15% of portfolio
-
Becker Capital Management Inc227KShares$11.6 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC197KShares$10 Million0.0% of portfolio
-
Jnba Financial Advisors97KShares$4.94 Million0.46% of portfolio
-
Better Money Decisions, LLC88.6KShares$4.51 Million2.58% of portfolio