Cfm Wealth Partners LLC Ishares Trust Ishares Esg Awar Transaction History
Cfm Wealth Partners LLC
- $541 Million
- Q2 2024
A detailed history of Cfm Wealth Partners LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 23,174 shares of ESGD stock, worth $1.9 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
23,174
Previous 23,423
1.06%
Holding current value
$1.9 Million
Previous $1.87 Million
2.46%
% of portfolio
0.34%
Previous 0.38%
Shares
6 transactions
Others Institutions Holding ESGD
# of Institutions
625Shares Held
93MCall Options Held
600Put Options Held
0-
Bank Of America Corp Charlotte, NC9.44MShares$774 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$515 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.88MShares$482 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.71MShares$469 Million1.68% of portfolio
-
Morgan Stanley New York, NY4.99MShares$409 Million0.03% of portfolio