Summit Wealth Group, LLC Ishares Trust Ishares Esg Awar Transaction History
Summit Wealth Group, LLC
- $147 Million
- Q1 2024
A detailed history of Summit Wealth Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Summit Wealth Group, LLC holds 17,240 shares of ESGD stock, worth $1.38 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
17,240
Previous 17,196
0.26%
Holding current value
$1.38 Million
Previous $1.3 Million
6.08%
% of portfolio
0.94%
Previous 1.02%
Shares
13 transactions
Others Institutions Holding ESGD
# of Institutions
619Shares Held
93.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.43MShares$755 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$503 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY6.05MShares$485 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.81MShares$466 Million1.74% of portfolio
-
Morgan Stanley New York, NY5.13MShares$411 Million0.03% of portfolio