Private Trust CO Na Ishares Tr Esg Screened S&P 50 Transaction History
Private Trust CO Na
- $964 Million
- Q3 2024
A detailed history of Private Trust CO Na transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Private Trust CO Na holds 1,508 shares of XVV stock, worth $69,081. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,508
Previous 1,508
-0.0%
Holding current value
$69,081
Previous $63,000
4.76%
% of portfolio
0.01%
Previous 0.01%
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$9.3 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC140KShares$6.41 Million0.0% of portfolio
-
Bsw Wealth Partners Boulder, CO97.9KShares$4.48 Million0.66% of portfolio
-
Better Money Decisions, LLC93KShares$4.26 Million2.93% of portfolio