Ever Source Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 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 4,103 shares of ESGU stock, worth $493,796. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,103
Previous 6,586
37.7%
Holding current value
$493,796
Previous $757,000
37.78%
% of portfolio
0.04%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding ESGU
# of Institutions
786Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC13.5MShares$1.62 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.33 Billion0.12% of portfolio
-
Envestnet Asset Management Inc4.64MShares$558 Million0.2% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.58MShares$552 Million1.61% of portfolio
-
55 I, LLC Boston, MA4.57MShares$550 Million10.14% of portfolio