Cary Street Partners Investment Advisory LLC Ishares Tr Esg Screened S&P 50 Transaction History
Cary Street Partners Investment Advisory LLC
- $2.63 Billion
- Q3 2024
A detailed history of Cary Street Partners Investment Advisory LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 5,136 shares of XVV stock, worth $240,262. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,136Holding current value
$240,262% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
102Shares Held
2.88MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$38.5 Million2.03% of portfolio
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Becker Capital Management Inc203KShares$9.5 Million0.3% of portfolio
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Lpl Financial LLC Fort Mill, SC140KShares$6.54 Million0.0% of portfolio
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Bsw Wealth Partners Boulder, CO95KShares$4.44 Million0.64% of portfolio
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Better Money Decisions, LLC93.8KShares$4.39 Million2.95% of portfolio