Concentric Wealth Management, LLC Ishares Trust Ishares Usd Gre Transaction History
Concentric Wealth Management, LLC
- $376 Million
- Q1 2024
A detailed history of Concentric Wealth Management, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 6,000 shares of BGRN stock, worth $281,520. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,000Holding current value
$281,520% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding BGRN
# of Institutions
114Shares Held
5.97MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.06MShares$49.6 Million0.13% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO940KShares$44.1 Million0.16% of portfolio
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Personal Capital Advisors Corp906KShares$42.5 Million0.2% of portfolio
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Envestnet Asset Management Inc435KShares$20.4 Million0.01% of portfolio
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Mercer Global Advisors Inc Denver, CO358KShares$16.8 Million0.05% of portfolio