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 $247,887. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,966
Previous 5,976
0.17%
Holding current value
$247,887
Previous $230,000
8.26%
% of portfolio
0.15%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding ESML
# of Institutions
401Shares Held
33.7MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.14MShares$89 Million0.25% of portfolio
-
Flputnam Investment Management CO Portland, ME2.03MShares$84.2 Million1.47% of portfolio
-
Northern Trust Corp Chicago, IL2.01MShares$83.4 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.81MShares$75.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.73MShares$71.8 Million0.01% of portfolio