Sax Wealth Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 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 18,410 shares of ESGE stock, worth $629,069. This represents 0.06% of its overall portfolio holdings.
Number of Shares
18,410
Previous 18,418
0.04%
Holding current value
$629,069
Previous $617,000
8.59%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding ESGE
# of Institutions
545Shares Held
101MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC17.6MShares$600 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC6.14MShares$210 Million0.67% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.68MShares$194 Million0.7% of portfolio
-
Personal Capital Advisors Corp5.64MShares$193 Million0.82% of portfolio
-
Morgan Stanley New York, NY5.27MShares$180 Million0.01% of portfolio