Monumental Financial Group Inc. Ishares Tr Esg Screened S&P 50 Transaction History
Monumental Financial Group Inc.
- $269 Million
- Q3 2024
A detailed history of Monumental Financial Group Inc. transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Monumental Financial Group Inc. holds 26,574 shares of XVV stock, worth $1.22 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
26,574
Previous 27,077
1.86%
Holding current value
$1.22 Million
Previous $1.14 Million
3.25%
% of portfolio
0.44%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding XVV
# of Institutions
100Shares Held
2.8MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$37.7 Million2.03% of portfolio
-
Becker Capital Management Inc203KShares$9.3 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.41 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO97.9KShares$4.48 Million0.66% of portfolio
-
Better Money Decisions, LLC93KShares$4.26 Million2.93% of portfolio