Falcon Wealth Planning Ishares Trust Ishares Esg Awar Transaction History
Falcon Wealth Planning
- $769 Million
- Q2 2024
A detailed history of Falcon Wealth Planning transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Falcon Wealth Planning holds 4,874 shares of ESGD stock, worth $404,395. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,874
Previous 4,745
2.72%
Holding current value
$404,395
Previous $379,000
1.06%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding ESGD
# of Institutions
626Shares Held
93MCall Options Held
600Put Options Held
0-
Bank Of America Corp Charlotte, NC9.44MShares$783 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$521 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.88MShares$488 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.71MShares$474 Million1.68% of portfolio
-
Morgan Stanley New York, NY4.99MShares$414 Million0.03% of portfolio