Dynamic Wealth Strategies, LLC Ishares, Inc. Ishares Esg Awar Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 2024
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 3,520 shares of ESGE stock, worth $121,651. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,520
Previous 4,067
13.45%
Holding current value
$121,651
Previous $136,000
5.88%
% of portfolio
0.1%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding ESGE
# of Institutions
545Shares Held
101MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC17.6MShares$607 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC6.14MShares$212 Million0.67% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.68MShares$196 Million0.7% of portfolio
-
Personal Capital Advisors Corp5.64MShares$195 Million0.82% of portfolio
-
Morgan Stanley New York, NY5.27MShares$182 Million0.01% of portfolio