Forthright Family Wealth Advisory LLC Ishares Trust Ishares Esg Awar Transaction History
Forthright Family Wealth Advisory LLC
- $149 Billion
- Q1 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 21,696 shares of ESGU stock, worth $2.59 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
21,696
Previous 21,708
0.06%
Holding current value
$2.59 Million
Previous $2.28 Billion
9.51%
% of portfolio
1.67%
Previous 1.78%
Shares
2 transactions
Others Institutions Holding ESGU
# of Institutions
784Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC13.5MShares$1.61 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.32 Billion0.12% of portfolio
-
Envestnet Asset Management Inc4.64MShares$553 Million0.2% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.58MShares$547 Million1.61% of portfolio
-
55 I, LLC Boston, MA4.57MShares$545 Million10.14% of portfolio