Sage Mountain Advisors LLC Ishares Tr Esg Screened S&P 50 Transaction History
Sage Mountain Advisors LLC
- $1.16 Billion
- Q3 2024
A detailed history of Sage Mountain Advisors LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 13,390 shares of XVV stock, worth $626,384. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,390Holding current value
$626,384% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding XVV
# of Institutions
102Shares Held
2.88MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$38.5 Million2.03% of portfolio
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Becker Capital Management Inc203KShares$9.5 Million0.3% of portfolio
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Lpl Financial LLC Fort Mill, SC140KShares$6.54 Million0.0% of portfolio
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Bsw Wealth Partners Boulder, CO95KShares$4.44 Million0.64% of portfolio
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Better Money Decisions, LLC93.8KShares$4.39 Million2.95% of portfolio