Level Financial Advisors, Inc. Ishares Trust Ishares Esg Awar Transaction History
Level Financial Advisors, Inc.
- $218 Million
- Q2 2024
A detailed history of Level Financial Advisors, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 9,102 shares of ESGD stock, worth $755,192. This represents 0.33% of its overall portfolio holdings.
Number of Shares
9,102
Previous 9,101
0.01%
Holding current value
$755,192
Previous $727,000
1.38%
% of portfolio
0.33%
Previous 0.35%
Shares
9 transactions
Others Institutions Holding ESGD
# of Institutions
626Shares Held
93MCall Options Held
600Put Options Held
0-
Bank Of America Corp Charlotte, NC9.44MShares$783 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$521 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.88MShares$488 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.71MShares$474 Million1.68% of portfolio
-
Morgan Stanley New York, NY4.99MShares$414 Million0.03% of portfolio