Milestone Wealth, LLC Svb Financial Group Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Svb Financial Group stock. As of the latest transaction made, Milestone Wealth, LLC holds 80 shares of SIVB stock, worth $38. This represents 0.03% of its overall portfolio holdings.
Number of Shares
80
Previous 80
-0.0%
Holding current value
$38
Previous $32,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SIVB
# of Institutions
41Shares Held
152KCall Options Held
0Put Options Held
0-
Eaton Vance Management Boston, MA49.9KShares$23,9640.02% of portfolio
-
Gofen & Glossberg LLC38KShares$18,2600.23% of portfolio
-
Svb Wealth LLC Boston, MA13.9KShares$6,6490.0% of portfolio
-
Brinker Capital Investments, LLC7.88KShares$3,7830.04% of portfolio
-
Beaumont Financial Partners, LLC6.54KShares$3,1390.21% of portfolio
About SVB FINANCIAL GROUP
- Ticker SIVB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 59,104,100
- Market Cap $28.4M
- Description
- SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...