Theory Financial LLC Ishares Tr Esg Advanced Total Transaction History
Theory Financial LLC
- $228 Million
- Q1 2025
A detailed history of Theory Financial LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Theory Financial LLC holds 14,476 shares of EUSB stock, worth $628,113. This represents 0.28% of its overall portfolio holdings.
Number of Shares
14,476
Previous 14,212
1.86%
Holding current value
$628,113
Previous $603,000
3.98%
% of portfolio
0.28%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding EUSB
# of Institutions
176Shares Held
13.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY4.98MShares$216 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.28MShares$55.7 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH877KShares$38.1 Million0.25% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA543KShares$23.6 Million0.85% of portfolio
-
Impac Tfolio, LLC462KShares$20.1 Million10.52% of portfolio