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 $426,095. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,014Holding current value
$426,095% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
115Shares Held
3.04MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$35 Million2.08% of portfolio
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Becker Capital Management Inc203KShares$8.65 Million0.31% of portfolio
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Lpl Financial LLC Fort Mill, SC144KShares$6.11 Million0.0% of portfolio
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Bsw Wealth Partners Boulder, CO95KShares$4.04 Million0.64% of portfolio
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Jnba Financial Advisors94.6KShares$4.03 Million0.44% of portfolio