Dynamic Wealth Strategies, LLC Ishares, Inc. Ishares Esg Awar Transaction History
Dynamic Wealth Strategies, LLC
- $138 Million
- Q2 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 3,514 shares of ESGE stock, worth $154,580. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,514
Previous 3,514
-0.0%
Holding current value
$154,580
Previous $122,000
12.3%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding ESGE
# of Institutions
611Shares Held
104MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC15.5MShares$680 Million0.05% of portfolio
-
Personal Capital Advisors Corp5.64MShares$248 Million0.82% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.58MShares$246 Million0.66% of portfolio
-
Morgan Stanley New York, NY5.44MShares$239 Million0.01% of portfolio
-
Tiaa, Fsb St. Louis, MO4.8MShares$211 Million0.55% of portfolio