Kingswood Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 19,215 shares of ESGU stock, worth $2.47 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
19,215
Previous 22,964
16.33%
Holding current value
$2.47 Million
Previous $2.74 Billion
11.52%
% of portfolio
0.17%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding ESGU
# of Institutions
810Shares Held
94.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC13.6MShares$1.74 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.41 Billion0.11% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.67MShares$730 Million2.15% of portfolio
-
Northern Trust Corp Chicago, IL5MShares$643 Million0.11% of portfolio
-
55 I, LLC Boston, MA4.57MShares$588 Million10.14% of portfolio