Pathstone Family Office, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Pathstone Family Office, LLC holds 10,014 shares of XVV stock, worth $458,140. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,014Holding current value
$458,140% of portfolio
0.0%Shares
1 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$9.29 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.4 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO97.9KShares$4.48 Million0.66% of portfolio
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Better Money Decisions, LLC93KShares$4.25 Million2.93% of portfolio