Dynamic Wealth Strategies, LLC Ishares, Inc. Ishares Esg Awar Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 4,067 shares of ESGE stock, worth $138,847. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,067
Previous 4,443
8.46%
Holding current value
$138,847
Previous $143,000
4.9%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding ESGE
# of Institutions
537Shares Held
96.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC15.9MShares$543 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.75MShares$196 Million0.6% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.69MShares$194 Million0.71% of portfolio
-
Personal Capital Advisors Corp5.64MShares$193 Million0.82% of portfolio
-
Morgan Stanley New York, NY5.28MShares$180 Million0.01% of portfolio