Ever Source Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,534 shares of ESGD stock, worth $126,877. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,534
Previous 1,530
0.26%
Holding current value
$126,877
Previous $128,000
9.38%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding ESGD
# of Institutions
667Shares Held
97MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.71MShares$803 Million0.06% of portfolio
-
Personal Capital Advisors Corp6.28MShares$519 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY6.27MShares$518 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.96MShares$493 Million1.54% of portfolio
-
Northern Trust Corp Chicago, IL5.6MShares$464 Million0.06% of portfolio