Sax Wealth Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 12,547 shares of ESGE stock, worth $430,613. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,547
Previous 18,410
31.85%
Holding current value
$430,613
Previous $670,000
37.61%
% of portfolio
0.03%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding ESGE
# of Institutions
554Shares Held
101MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC17.6MShares$603 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC6.14MShares$211 Million0.67% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.74MShares$197 Million0.65% of portfolio
-
Personal Capital Advisors Corp5.64MShares$194 Million0.82% of portfolio
-
Morgan Stanley New York, NY5.27MShares$181 Million0.01% of portfolio