Laurel Wealth Planning LLC Ishares Trust Ishares Usd Gre Transaction History
Laurel Wealth Planning LLC
- $151 Million
- Q1 2024
A detailed history of Laurel Wealth Planning LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 55,267 shares of BGRN stock, worth $2.59 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
55,267
Previous 52,887
4.5%
Holding current value
$2.59 Million
Previous $2.5 Million
3.72%
% of portfolio
1.72%
Previous 1.77%
Shares
11 transactions
Others Institutions Holding BGRN
# of Institutions
114Shares Held
5.98MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.06MShares$49.4 Million0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO940KShares$44 Million0.16% of portfolio
-
Personal Capital Advisors Corp906KShares$42.4 Million0.2% of portfolio
-
Envestnet Asset Management Inc435KShares$20.3 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO358KShares$16.7 Million0.05% of portfolio