Elwood & Goetz Wealth Advisory Group, LLC Ishares Tr Esg Screened S&P Mi Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $458 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding XJH
# of Institutions
164Shares Held
5.66MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC588KShares$25.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL535KShares$23.1 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL374KShares$16.1 Million0.01% of portfolio
-
Eastern Bank322KShares$13.9 Million0.26% of portfolio
-
Mariner, LLC Overland Park, KS287KShares$12.4 Million0.02% of portfolio