Soa Wealth Advisors, Llc. Ishares Trust Ishares Esg Awar Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 73,271 shares of ESGD stock, worth $6 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
73,271
Previous 74,851
2.11%
Holding current value
$6 Million
Previous $5.9 Million
4.6%
% of portfolio
1.19%
Previous 1.2%
Shares
16 transactions
Others Institutions Holding ESGD
# of Institutions
621Shares Held
92.9MCall Options Held
600Put Options Held
0-
Bank Of America Corp Charlotte, NC9.44MShares$773 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$514 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.88MShares$481 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.71MShares$468 Million1.68% of portfolio
-
Morgan Stanley New York, NY4.99MShares$408 Million0.03% of portfolio