Mascoma Wealth Management LLC Ishares Esg Aware Growth Alloc Transaction History
Mascoma Wealth Management LLC
- $351 Million
- Q1 2024
A detailed history of Mascoma Wealth Management LLC transactions in Ishares Esg Aware Growth Alloc stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 23 shares of EAOR stock, worth $710. This represents 0.0% of its overall portfolio holdings.
Number of Shares
23
Previous 68
66.18%
Holding current value
$710
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding EAOR
# of Institutions
11Shares Held
120KCall Options Held
0Put Options Held
0-
Cardinal Point Capital Management, Ulc Toronto, Z457.1KShares$1.76 Million0.33% of portfolio
-
Cardinal Point Wealth Management Partners, LLC27.5KShares$850,8650.23% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il19.7KShares$609,3050.0% of portfolio
-
Harbour Investments, Inc. Madison, WI11.7KShares$361,3820.01% of portfolio
-
Richard Bernstein Advisors LLC2.17KShares$67,1230.0% of portfolio