Gray Private Wealth, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Gray Private Wealth, LLC
- $186 Billion
- Q2 2025
A detailed history of Gray Private Wealth, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Gray Private Wealth, LLC holds 6,576 shares of XVV stock, worth $334,849. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,576
Previous 6,576
-0.0%
Holding current value
$334,849
Previous $281 Million
11.47%
% of portfolio
0.17%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
125Shares Held
3.13MCall 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
-
Better Money Decisions, LLC88.6KShares$4.51 Million2.58% of portfolio
-
Jnba Financial Advisors82.6KShares$4.21 Million0.38% of portfolio