Montis Financial, LLC Ishares Trust Ishares Esg Awar Transaction History
Montis Financial, LLC
- $280 Million
- Q3 2024
A detailed history of Montis Financial, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Montis Financial, LLC holds 9,928 shares of ESGD stock, worth $773,192. This represents 0.3% of its overall portfolio holdings.
Number of Shares
9,928
Previous 7,828
26.83%
Holding current value
$773,192
Previous $616,000
35.55%
% of portfolio
0.3%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding ESGD
# of Institutions
633Shares Held
93.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.48MShares$738 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$489 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.87MShares$457 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.69MShares$443 Million1.62% of portfolio
-
Morgan Stanley New York, NY4.99MShares$389 Million0.03% of portfolio