Mount Yale Investment Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 6,316 shares of ESGE stock, worth $218,407. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,316
Previous 7,168
11.89%
Holding current value
$218,407
Previous $240,000
4.58%
% of portfolio
0.02%
Previous 0.02%
Shares
18 transactions
Others Institutions Holding ESGE
# of Institutions
545Shares Held
101MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC17.6MShares$608 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC6.14MShares$212 Million0.67% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.68MShares$196 Million0.7% of portfolio
-
Personal Capital Advisors Corp5.64MShares$195 Million0.82% of portfolio
-
Morgan Stanley New York, NY5.27MShares$182 Million0.01% of portfolio