Phoenix Wealth Advisors Ecofin Global Water Esg Fund Transaction History
Phoenix Wealth Advisors
- $215 Million
- Q3 2024
A detailed history of Phoenix Wealth Advisors transactions in Ecofin Global Water Esg Fund stock. As of the latest transaction made, Phoenix Wealth Advisors holds 18,216 shares of EBLU stock, worth $876,918. This represents 0.43% of its overall portfolio holdings.
Number of Shares
18,216
Previous 18,088
0.71%
Holding current value
$876,918
Previous $819,000
11.48%
% of portfolio
0.43%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding EBLU
# of Institutions
33Shares Held
282KCall Options Held
0Put Options Held
0-
Wcg Wealth Advisors LLC Las Vegas, NV38.2KShares$1.84 Million0.13% of portfolio
-
Equitable Holdings, Inc. New York, NY30.8KShares$1.48 Million0.02% of portfolio
-
Colorado Capital Management, Inc.25KShares$1.21 Million0.62% of portfolio
-
Clayton Financial Group LLC St. Louis, MO20.5KShares$986,3400.38% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.3KShares$977,0010.0% of portfolio