Summit Wealth Group, LLC Ishares, Inc. Ishares Esg Awar Transaction History
Summit Wealth Group, LLC
- $347 Million
- Q3 2024
A detailed history of Summit Wealth Group, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Summit Wealth Group, LLC holds 15,148 shares of ESGE stock, worth $510,184. This represents 0.16% of its overall portfolio holdings.
Number of Shares
15,148
Previous 14,674
3.23%
Holding current value
$510,184
Previous $492,000
12.2%
% of portfolio
0.16%
Previous 0.15%
Shares
15 transactions
Others Institutions Holding ESGE
# of Institutions
547Shares Held
101MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC17.6MShares$592 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC6.14MShares$207 Million0.67% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.68MShares$191 Million0.7% of portfolio
-
Personal Capital Advisors Corp5.64MShares$190 Million0.82% of portfolio
-
Morgan Stanley New York, NY5.27MShares$178 Million0.01% of portfolio