Legacy Financial Advisors, Inc. Ishares Tr Esg Aware Usd Corpo Transaction History
Legacy Financial Advisors, Inc.
- $515 Million
- Q3 2024
Shares
13 transactions
Others Institutions Holding SUSC
# of Institutions
263Shares Held
40MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.98MShares$182 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.16MShares$72.1 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.68MShares$61.2 Million0.23% of portfolio
-
Wealthfront Advisers LLC2.39MShares$54.6 Million0.18% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.76MShares$40.1 Million0.01% of portfolio