Townsend Asset Management Corp Ishares Tr Esg Screened S&P 50 Transaction History
Townsend Asset Management Corp
- $258 Million
- Q2 2024
A detailed history of Townsend Asset Management Corp transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Townsend Asset Management Corp holds 5,429 shares of XVV stock, worth $239,038. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,429
Previous 5,417
0.22%
Holding current value
$239,038
Previous $218,000
4.59%
% of portfolio
0.09%
Previous 0.09%
Shares
2 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
-
Becker Capital Management Inc207KShares$9.1 Million0.3% of portfolio
-
Retirement Capital Strategies148KShares$6.5 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC122KShares$5.39 Million0.0% of portfolio
-
Better Money Decisions, LLC99.2KShares$4.37 Million3.15% of portfolio