Highland Financial Advisors, LLC Ishares Trust Ishares Msci Glo Transaction History
Highland Financial Advisors, LLC
- $289 Million
- Q4 2024
A detailed history of Highland Financial Advisors, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 3,046 shares of SDG stock, worth $228,297. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,046
Previous 2,851
6.84%
Holding current value
$228,297
Previous $242,000
9.92%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding SDG
# of Institutions
121Shares Held
1.3MCall Options Held
0Put Options Held
0-
Cwm, LLC234KShares$17.5 Million0.07% of portfolio
-
Mission Wealth Management, LP108KShares$8.08 Million0.18% of portfolio
-
Wealth Enhancement Advisory Services, LLC107KShares$8.02 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC60.3KShares$4.52 Million0.0% of portfolio
-
Dynamic Advisor Solutions LLC51.7KShares$3.87 Million0.16% of portfolio