Mascoma Wealth Management LLC Ishares Esg Aware Growth Alloc Transaction History
Mascoma Wealth Management LLC
- $437 Million
- Q3 2025
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 146 shares of EAOR stock, worth $5,096. This represents 0.0% of its overall portfolio holdings.
Number of Shares
146
Previous 146
-0.0%
Holding current value
$5,096
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding EAOR
# of Institutions
17Shares Held
172KCall Options Held
0Put Options Held
0-
Cardinal Point Capital Management, Ulc Toronto, Z456.6KShares$1.98 Million0.15% of portfolio
-
Cardinal Point Wealth Management Partners, LLC27.5KShares$961,5950.23% of portfolio
-
Ima Wealth, Inc. Wichita, KS18.6KShares$649,2560.07% of portfolio
-
Syntrinsic LLC Denver, CO18.1KShares$632,0100.19% of portfolio
-
Jpmorgan Chase & CO New York, NY12.8KShares$447,0570.0% of portfolio