Synergy Asset Management, LLC Ishares Trust Ishares Esg Awar Transaction History
Synergy Asset Management, LLC
- $646 Million
- Q3 2024
A detailed history of Synergy Asset Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Synergy Asset Management, LLC holds 2,746 shares of ESGD stock, worth $211,579. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,746
Previous 2,896
5.18%
Holding current value
$211,579
Previous $228,000
1.32%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding ESGD
# of Institutions
635Shares Held
93.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.48MShares$730 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$484 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.87MShares$452 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.69MShares$439 Million1.62% of portfolio
-
Morgan Stanley New York, NY4.99MShares$385 Million0.03% of portfolio