Monument Capital Management Ishares Tr Esg Screened S&P 50 Transaction History
Monument Capital Management
- $331 Million
- Q2 2024
A detailed history of Monument Capital Management transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Monument Capital Management holds 4,910 shares of XVV stock, worth $207,300. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,910
Previous 5,645
13.02%
Holding current value
$207,300
Previous $227,000
9.25%
% of portfolio
0.06%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding XVV
# of Institutions
90Shares Held
2.77MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$34.7 Million2.07% of portfolio
-
Becker Capital Management Inc207KShares$8.72 Million0.3% of portfolio
-
Retirement Capital Strategies148KShares$6.24 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC122KShares$5.16 Million0.0% of portfolio
-
Better Money Decisions, LLC99.2KShares$4.19 Million3.15% of portfolio