Monumental Financial Group Inc. Ishares Tr Esg Screened S&P 50 Transaction History
Monumental Financial Group Inc.
- $181 Million
- Q1 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 27,260 shares of XVV stock, worth $1.15 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
27,260Holding current value
$1.15 Million% of portfolio
0.61%Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
79Shares Held
3.26MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$34.9 Million2.09% of portfolio
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Retirement Capital Strategies750KShares$31.8 Million12.35% of portfolio
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Becker Capital Management Inc234KShares$9.91 Million0.33% of portfolio
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Bsw Wealth Partners Boulder, CO110KShares$4.66 Million0.76% of portfolio
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Better Money Decisions, LLC96.4KShares$4.08 Million3.09% of portfolio