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 $440,916. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,014Holding current value
$440,916% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
90Shares Held
2.77MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$36.2 Million2.07% of portfolio
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Becker Capital Management Inc207KShares$9.1 Million0.3% of portfolio
-
Retirement Capital Strategies148KShares$6.5 Million2.5% of portfolio
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Lpl Financial LLC Fort Mill, SC122KShares$5.39 Million0.0% of portfolio
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Better Money Decisions, LLC99.2KShares$4.37 Million3.15% of portfolio