Sax Wealth Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History
Sax Wealth Advisors, LLC
- $1.04 Billion
- Q2 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 17,065 shares of ESML stock, worth $681,405. This represents 0.06% of its overall portfolio holdings.
Number of Shares
17,065
Previous 10,279
66.02%
Holding current value
$681,405
Previous $413,000
59.08%
% of portfolio
0.06%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding ESML
# of Institutions
397Shares Held
33.5MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.14MShares$85.6 Million0.25% of portfolio
-
Flputnam Investment Management CO Portland, ME2.03MShares$80.9 Million1.47% of portfolio
-
Northern Trust Corp Chicago, IL2.01MShares$80.1 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.81MShares$72.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.73MShares$69 Million0.01% of portfolio