Kelly Financial Services LLC Ishares Tr Esg Advanced Total Transaction History
Kelly Financial Services LLC
- $258 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding EUSB
# of Institutions
153Shares Held
13.1MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY4.98MShares$214 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.83MShares$78.9 Million0.03% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA662KShares$28.5 Million0.1% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA446KShares$19.2 Million0.71% of portfolio
-
Impac Tfolio, LLC409KShares$17.6 Million9.36% of portfolio