Grand Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History
Grand Wealth Management, LLC
- $171 Million
- Q3 2024
A detailed history of Grand Wealth Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Grand Wealth Management, LLC holds 5,966 shares of ESML stock, worth $269,901. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,966
Previous 5,976
0.17%
Holding current value
$269,901
Previous $230,000
8.26%
% of portfolio
0.15%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding ESML
# of Institutions
412Shares Held
34.6MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.36MShares$107 Million0.3% of portfolio
-
Northern Trust Corp Chicago, IL2.01MShares$90.8 Million0.01% of portfolio
-
Flputnam Investment Management CO Portland, ME2MShares$90.5 Million1.44% of portfolio
-
Bank Of America Corp Charlotte, NC1.72MShares$78 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.59MShares$72 Million0.01% of portfolio