Dynamic Wealth Strategies, LLC Ishares, Inc. Ishares Esg Awar Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 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 4,067 shares of ESGE stock, worth $147,835. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,067
Previous 4,443
8.46%
Holding current value
$147,835
Previous $143,000
4.9%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding ESGE
# of Institutions
535Shares Held
96.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC15.9MShares$578 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.75MShares$209 Million0.6% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.68MShares$206 Million0.7% of portfolio
-
Personal Capital Advisors Corp5.64MShares$205 Million0.82% of portfolio
-
Morgan Stanley New York, NY5.28MShares$192 Million0.01% of portfolio