Pathstone Holdings, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Pathstone Holdings, LLC
- $25.3 Billion
- Q2 2025
A detailed history of Pathstone Holdings, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Pathstone Holdings, LLC holds 10,173 shares of XVV stock, worth $518,009. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,173
Previous 10,173
-0.0%
Holding current value
$518,009
Previous $435,000
11.49%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
127Shares Held
3.16MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$41.9 Million2.15% of portfolio
-
Becker Capital Management Inc227KShares$11.6 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC197KShares$10 Million0.0% of portfolio
-
Jnba Financial Advisors97KShares$4.94 Million0.46% of portfolio
-
Better Money Decisions, LLC88.6KShares$4.51 Million2.58% of portfolio