Laurel Wealth Planning LLC Ishares Trust Ishares Esg Awar Transaction History
Laurel Wealth Planning LLC
- $151 Million
- Q1 2024
A detailed history of Laurel Wealth Planning LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 111,030 shares of ESGD stock, worth $8.93 Million. This represents 5.89% of its overall portfolio holdings.
Number of Shares
111,030
Previous 120,848
8.12%
Holding current value
$8.93 Million
Previous $9.13 Million
2.82%
% of portfolio
5.89%
Previous 6.46%
Shares
14 transactions
Others Institutions Holding ESGD
# of Institutions
613Shares Held
93.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.43MShares$759 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$505 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY6.05MShares$487 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.81MShares$468 Million1.74% of portfolio
-
Morgan Stanley New York, NY5.13MShares$412 Million0.03% of portfolio