Beta Wealth Group, Inc. Ishares Tr Esg Msci Em Leaders Transaction History
Beta Wealth Group, Inc.
- $199 Million
- Q1 2025
Shares
1 transactions
Others Institutions Holding LDEM
# of Institutions
37Shares Held
593KCall Options Held
0Put Options Held
0-
55 I, LLC Boston, MA218KShares$11.1 Million0.25% of portfolio
-
Bank Of Montreal Toronto, A691.4KShares$4.64 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC43.3KShares$2.2 Million0.0% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL29.7KShares$1.51 Million0.08% of portfolio
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Old Mission Capital LLC27.9KShares$1.42 Million0.01% of portfolio