Sax Wealth Advisors, LLC Ishares Tr Esg Advanced Total Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 10,690 shares of EUSB stock, worth $456,035. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,690
Previous 10,725
0.33%
Holding current value
$456,035
Previous $456,000
3.73%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding EUSB
# of Institutions
163Shares Held
13.5MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY4.98MShares$212 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.83MShares$78.1 Million0.03% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA662KShares$28.2 Million0.1% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA506KShares$21.6 Million0.81% of portfolio
-
Impac Tfolio, LLC409KShares$17.4 Million9.36% of portfolio