Mascoma Wealth Management LLC Ishares Esg Aware Aggressive A Transaction History
Mascoma Wealth Management LLC
- $416 Million
- Q2 2025
A detailed history of Mascoma Wealth Management LLC transactions in Ishares Esg Aware Aggressive A stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 200 shares of EAOA stock, worth $7,802. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 69
189.86%
Holding current value
$7,802
Previous $2,000
250.0%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding EAOA
# of Institutions
20Shares Held
107KCall Options Held
0Put Options Held
0-
Cardinal Point Capital Management, Ulc Toronto, Z431.5KShares$1.23 Million0.1% of portfolio
-
Cardinal Point Wealth Management Partners, LLC31.3KShares$1.22 Million0.28% of portfolio
-
Sax Wealth Advisors, LLC Parsippany, NJ7.69KShares$299,9860.02% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il7.29KShares$284,3430.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.96KShares$232,3040.0% of portfolio