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 $1.38 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
26,574
Previous 27,077
1.86%
Holding current value
$1.38 Million
Previous $1.14 Million
3.25%
% of portfolio
0.44%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding XVV
# of Institutions
123Shares Held
3.13MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$42.6 Million2.15% of portfolio
-
Becker Capital Management Inc227KShares$11.7 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC197KShares$10.2 Million0.0% of portfolio
-
Better Money Decisions, LLC88.6KShares$4.59 Million2.58% of portfolio
-
Jnba Financial Advisors82.6KShares$4.28 Million0.38% of portfolio