Concentric Wealth Management, LLC Ishares Trust Ishares Usd Gre Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 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 $285,660. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,000
Previous 6,000
-0.0%
Holding current value
$285,660
Previous $279,000
3.94%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding BGRN
# of Institutions
126Shares Held
7MCall Options Held
1.2KPut Options Held
0-
Betterment LLC New York, NY1.32MShares$62.9 Million0.15% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO1.06MShares$50.6 Million0.15% of portfolio
-
Personal Capital Advisors Corp906KShares$43.1 Million0.2% of portfolio
-
Envestnet Asset Management Inc660KShares$31.4 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO653KShares$31.1 Million0.07% of portfolio