Ever Source Wealth Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 10,414 shares of ESGE stock, worth $353,242. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,414
Previous 10,251
1.59%
Holding current value
$353,242
Previous $343,000
10.5%
% of portfolio
0.03%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding ESGE
# of Institutions
547Shares Held
101MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC17.6MShares$596 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC6.14MShares$208 Million0.67% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.68MShares$193 Million0.7% of portfolio
-
Personal Capital Advisors Corp5.64MShares$191 Million0.82% of portfolio
-
Morgan Stanley New York, NY5.27MShares$179 Million0.01% of portfolio